United Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

United Wealth Management’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	$15.7M	Buy	600,451 +5,746	+1%	+$148K	3.53%	8
2026 Q1	$14.1M	Buy	594,705 +70,685	+13%	+$1.7M	3.5%	8
2025 Q4	$12M	Buy	524,020 +27,123	+5%	+$635K	3.1%	8
2025 Q3	$11.9M	Buy	496,897 +12,702	+3%	+$299K	3.22%	8
2025 Q2	$11.4M	Buy	484,195 +4,428	+0.9%	+$103K	3.3%	8
2025 Q1	$11.4M	Buy	479,767 +38,572	+9%	+$910K	3.57%	8
2024 Q4	$10.3M	Buy	+441,195	New	+$10.9M	3.46%	8

Other funds holding DFAR

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

WDG

Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

United Wealth Management's DFAR Position: Q2 2026 in Review

United Wealth Management increased its Dimensional US Real Estate ETF (DFAR) stake by 0.97% in Q2 2026, buying an estimated $148K and bringing the position to 600,451 shares worth $15.7M. The position accounts for 3.53% of the portfolio, ranked #8.

United Wealth Management first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. 192 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

United Wealth Management held 600,451 shares of Dimensional US Real Estate ETF worth $15.7M as of Q2 2026.
United Wealth Management bought 5,746 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $148K.
Dimensional US Real Estate ETF made up 3.53% of United Wealth Management's portfolio in Q2 2026, its #8 holding.
United Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
192 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on United Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.