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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
2026
Q2 		$10.8M Buy
+414,263
New +$10.6M 3.06% 13
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 $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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: Q2 2026 in Review

Timonier Family Office opened a new position in Dimensional US Real Estate ETF (DFAR) in Q2 2026: 414,263 shares worth $10.8M. The stake represents 3.06% of the portfolio and ranks #13 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in DFAR as recently as Q4 2025.

Timonier Family Office first reported a position in DFAR in Q4 2024 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Timonier Family Office held 414,263 shares of Dimensional US Real Estate ETF worth $10.8M as of Q2 2026.
  • Dimensional US Real Estate ETF was a new Timonier Family Office position in Q2 2026.
  • Dimensional US Real Estate ETF made up 3.06% of Timonier Family Office's portfolio in Q2 2026, its #13 holding.
  • Timonier Family Office first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • 301 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.