Vantage Point Financial’s Dimensional US Real Estate ETF DFAR Stock Holding History

Vantage Point Financial’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 Q1	$1.21M	Sell	51,000 -357	-0.7%	-$8.58K	0.42%	47
2025 Q4	$1.18M	Sell	51,357 -3,752	-7%	-$87.9K	0.42%	52
2025 Q3	$1.31M	Sell	55,109 -4,459	-7%	-$105K	0.51%	42
2025 Q2	$1.4M	Buy	59,568 +1,961	+3%	+$45.5K	0.61%	37
2025 Q1	$1.37M	Buy	57,607 +7,381	+15%	+$174K	0.69%	31
2024 Q4	$1.17M	Buy	+50,226	New	+$1.24M	0.63%	36

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GOCP

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

Vantage Point Financial's DFAR Position: Q1 2026 in Review

Vantage Point Financial reduced its Dimensional US Real Estate ETF (DFAR) stake by 0.7% in Q1 2026, selling an estimated $8.58K and leaving 51,000 shares worth $1.21M. The position accounts for 0.42% of the portfolio, ranked #47.

Vantage Point Financial first reported a position in DFAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.4M in Q2 2025. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

Vantage Point Financial held 51,000 shares of Dimensional US Real Estate ETF worth $1.21M as of Q1 2026.
Vantage Point Financial sold 357 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $8.58K.
Dimensional US Real Estate ETF made up 0.42% of Vantage Point Financial's portfolio in Q1 2026, its #47 holding.
Vantage Point Financial first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
Vantage Point Financial's Dimensional US Real Estate ETF position peaked at $1.4M in Q2 2025.
286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.