VSM Wealth Advisory’s Dimensional US Real Estate ETF DFAR Stock Holding History

VSM Wealth Advisory’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	$11.8K	Hold	451	–	–	﹤0.01%	352
2026 Q1	$10.7K	Hold	451	–	–	﹤0.01%	361
2025 Q4	$10.3K	Hold	451	–	–	﹤0.01%	329
2025 Q3	$10.8K	Hold	451	–	–	﹤0.01%	333
2025 Q2	$10.6K	Hold	451	–	–	﹤0.01%	379
2025 Q1	$10.7K	Sell	451 -1,128	-71%	-$26.6K	﹤0.01%	339
2024 Q4	$36.7K	Buy	+1,579	New	+$39.1K	0.01%	220

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

VSM Wealth Advisory's DFAR Position: Q2 2026 in Review

VSM Wealth Advisory held its Dimensional US Real Estate ETF (DFAR) position steady in Q2 2026 at 451 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

VSM Wealth Advisory first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.7K in Q4 2024. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

VSM Wealth Advisory held 451 shares of Dimensional US Real Estate ETF worth $11.8K as of Q2 2026.
VSM Wealth Advisory left its Dimensional US Real Estate ETF share count unchanged in Q2 2026.
Dimensional US Real Estate ETF made up ﹤0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #352 holding.
VSM Wealth Advisory first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Dimensional US Real Estate ETF position peaked at $36.7K in Q4 2024.
300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.