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 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	0.49%	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 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

Vawter Financial's DFAR Position: Q1 2026 in Review

Vawter Financial increased its Dimensional US Real Estate ETF (DFAR) stake by 0.03% in Q1 2026, buying an estimated $409 and bringing the position to 52,633 shares worth $1.24M. The position accounts for 0.52% of the portfolio, ranked #35.

Vawter Financial first reported a position in DFAR in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.44M in Q3 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

Vawter Financial held 52,633 shares of Dimensional US Real Estate ETF worth $1.24M as of Q1 2026.
Vawter Financial bought 17 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $409.
Dimensional US Real Estate ETF made up 0.52% of Vawter Financial's portfolio in Q1 2026, its #35 holding.
Vawter Financial first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 13 quarters since.
Vawter Financial's Dimensional US Real Estate ETF position peaked at $1.44M in Q3 2024.
286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Vawter Financial's 13F filing for Q1 2026, filed 15 May 2026.