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

Vawter 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
Q2 		$1.34M Sell
51,213
-1,420
-3% -$36.5K 0.5% 36
2026
Q1 		$1.24M Buy
52,633
+17
+0% +$409 0.52% 35
2025
Q4 		$1.2M Sell
52,616
-4,863
-8% -$114K 0.51% 38
2025
Q3 		$1.37M Buy
+57,479
New +$1.36M 0.62% 34
2025
Q2 		– Sell
-57,992
Closed -$1.38M – 39
2025
Q1 		$1.38M Buy
57,992
+231
+0.4% +$5.45K 0.77% 31
2024
Q4 		$1.34M Buy
57,761
+1,567
+3% +$38.8K 0.81% 31
2024
Q3 		$1.44M Buy
56,194
+5,290
+10% +$128K 0.88% 29
2024
Q2 		$1.12M Buy
50,904
+7,226
+17% +$155K 0.77% 28
2024
Q1 		$977K Buy
43,678
+7,390
+20% +$163K 0.71% 31
2023
Q4 		$825K Buy
36,288
+14,179
+64% +$290K 0.65% 31
2023
Q3 		$432K Sell
22,109
-3,190
-13% -$67.7K 0.39% 38
2023
Q2 		$544K Buy
25,299
+2,486
+11% +$52.6K 0.47% 37
2023
Q1 		$490K Buy
22,813
+7,419
+48% +$163K 0.5% 34
2022
Q4 		$326K Buy
+15,394
New +$326K 0.38% 37

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

Vawter Financial's DFAR Position: Q2 2026 in Review

Vawter Financial reduced its Dimensional US Real Estate ETF (DFAR) stake by 2.7% in Q2 2026, selling an estimated $36.5K and leaving 51,213 shares worth $1.34M. The position accounts for 0.5% of the portfolio, ranked #36.

Vawter Financial first reported a position in DFAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.44M in Q3 2024. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Vawter Financial held 51,213 shares of Dimensional US Real Estate ETF worth $1.34M as of Q2 2026.
  • Vawter Financial sold 1,420 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $36.5K.
  • Dimensional US Real Estate ETF made up 0.5% of Vawter Financial's portfolio in Q2 2026, its #36 holding.
  • Vawter Financial first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • Vawter Financial's Dimensional US Real Estate ETF position peaked at $1.44M in Q3 2024.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.