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Timonier Family Office’s Dimensional US Real Estate ETF DFAR Stock Holding History

Timonier Family Office’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$9.32M Buy
406,986
+22,608
+6% +$529K 2.96% 13
2025
Q3 		$9.17M Buy
384,378
+42,490
+12% +$1M 3% 12
2025
Q2 		$8.02M Buy
341,888
+32,917
+11% +$764K 3% 11
2025
Q1 		$7.34M Buy
308,971
+60,050
+24% +$1.42M 3.25% 11
2024
Q4 		$5.79M Buy
+248,921
New +$6.16M 2.97% 9

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Timonier Family Office's DFAR Position: Q4 2025 in Review

Timonier Family Office increased its Dimensional US Real Estate ETF (DFAR) stake by 5.9% in Q4 2025, buying an estimated $529K and bringing the position to 406,986 shares worth $9.32M. The position accounts for 2.96% of the portfolio, ranked #13.

Timonier Family Office first reported a position in DFAR in Q4 2024 and has held it in 5 quarters since. 283 funds tracked by Wall St. Rank hold DFAR as of Q4 2025.

  • Timonier Family Office held 406,986 shares of Dimensional US Real Estate ETF worth $9.32M as of Q4 2025.
  • Timonier Family Office bought 22,608 Dimensional US Real Estate ETF shares in Q4 2025, an estimated $529K.
  • Dimensional US Real Estate ETF made up 2.96% of Timonier Family Office's portfolio in Q4 2025, its #13 holding.
  • Timonier Family Office first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 5 quarters since.
  • 283 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q4 2025.

Based on Timonier Family Office's 13F filing for Q4 2025, filed 4 Feb 2026.