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Vestia Personal Wealth Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Vestia Personal Wealth Advisors’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 		$1.76M Sell
74,624
-1,269
-2% -$30.5K 0.83% 23
2025
Q4 		$1.79M Buy
75,893
+1,829
+2% +$42.8K 0.91% 23
2025
Q3 		$1.77M Buy
74,064
+8,567
+13% +$202K 1.02% 22
2025
Q2 		$1.54M Buy
65,497
+5,212
+9% +$121K 1.05% 21
2025
Q1 		$1.43M Buy
60,285
+7,655
+15% +$181K 1.13% 18
2024
Q4 		$1.22M Buy
52,630
+3,413
+7% +$84.5K 1.01% 19
2024
Q3 		$1.26M Buy
49,217
+3,334
+7% +$80.7K 1.19% 18
2024
Q2 		$1.01M Buy
+45,883
New +$986K 1.08% 20

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
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
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
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 $625M AUM 16.29% 1-Year Est. Return
Two Sigma Investments
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

Vestia Personal Wealth Advisors's DFAR Position: Q1 2026 in Review

Vestia Personal Wealth Advisors reduced its Dimensional US Real Estate ETF (DFAR) stake by 1.7% in Q1 2026, selling an estimated $30.5K and leaving 74,624 shares worth $1.76M. The position accounts for 0.83% of the portfolio, ranked #23.

Vestia Personal Wealth Advisors first reported a position in DFAR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.79M in Q4 2025. 287 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Vestia Personal Wealth Advisors held 74,624 shares of Dimensional US Real Estate ETF worth $1.76M as of Q1 2026.
  • Vestia Personal Wealth Advisors sold 1,269 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $30.5K.
  • Dimensional US Real Estate ETF made up 0.83% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #23 holding.
  • Vestia Personal Wealth Advisors first reported a position in Dimensional US Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
  • Vestia Personal Wealth Advisors's Dimensional US Real Estate ETF position peaked at $1.79M in Q4 2025.
  • 287 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.