Walkner Condon Financial Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Walkner Condon Financial 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	$203K	Sell	8,600 -200	-2%	-$4.81K	0.03%	311
2025 Q4	$202K	Sell	8,800 -8,675	-50%	-$203K	0.03%	302
2025 Q3	$417K	Sell	17,475 -4,550	-21%	-$107K	0.07%	195
2025 Q2	$517K	Sell	22,025 -3,449	-14%	-$80.1K	0.1%	154
2025 Q1	$606K	Sell	25,474 -2,224	-8%	-$52.5K	0.12%	130
2024 Q4	$645K	Buy	27,698 +5,503	+25%	+$136K	0.13%	131
2024 Q3	$569K	Buy	22,195 +568	+3%	+$13.8K	0.12%	142
2024 Q2	$478K	Sell	21,627 -113	-0.5%	-$2.43K	0.1%	148
2024 Q1	$486K	Buy	21,740 +12,443	+134%	+$274K	0.1%	155
2023 Q4	$211K	Buy	+9,297	New	+$190K	0.05%	254

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

Walkner Condon Financial Advisors's DFAR Position: Q1 2026 in Review

Walkner Condon Financial Advisors reduced its Dimensional US Real Estate ETF (DFAR) stake by 2.3% in Q1 2026, selling an estimated $4.81K and leaving 8,600 shares worth $203K. The position accounts for 0.03% of the portfolio, ranked #311.

Walkner Condon Financial Advisors first reported a position in DFAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $645K in Q4 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

Walkner Condon Financial Advisors held 8,600 shares of Dimensional US Real Estate ETF worth $203K as of Q1 2026.
Walkner Condon Financial Advisors sold 200 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $4.81K.
Dimensional US Real Estate ETF made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #311 holding.
Walkner Condon Financial Advisors first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Walkner Condon Financial Advisors's Dimensional US Real Estate ETF position peaked at $645K in Q4 2024.
286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.