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 Q2	$1.79M	Sell	68,256 -6,368	-9%	-$164K	0.7%	24
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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

Vestia Personal Wealth Advisors's DFAR Position: Q2 2026 in Review

Vestia Personal Wealth Advisors reduced its Dimensional US Real Estate ETF (DFAR) stake by 8.5% in Q2 2026, selling an estimated $164K and leaving 68,256 shares worth $1.79M. The position accounts for 0.7% of the portfolio, ranked #24.

Vestia Personal Wealth Advisors first reported a position in DFAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.79M in Q4 2025. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Vestia Personal Wealth Advisors held 68,256 shares of Dimensional US Real Estate ETF worth $1.79M as of Q2 2026.
Vestia Personal Wealth Advisors sold 6,368 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $164K.
Dimensional US Real Estate ETF made up 0.7% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Vestia Personal Wealth Advisors first reported a position in Dimensional US Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
Vestia Personal Wealth Advisors's Dimensional US Real Estate ETF position peaked at $1.79M in Q4 2025.
300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.