Warburton Capital Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Warburton Capital Management’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	$4.72M	Buy	180,576 +20,781	+13%	+$534K	1.92%	6
2026 Q1	$3.96M	Buy	159,795 +36,915	+30%	+$887K	1.93%	6
2025 Q4	$2.81M	Buy	122,880 +21,169	+21%	+$496K	1.59%	6
2025 Q3	$2.43M	Buy	101,711 +21,642	+27%	+$510K	1.46%	9
2025 Q2	$1.91M	Buy	80,069 +15,821	+25%	+$367K	1.13%	10
2025 Q1	$1.53M	Buy	64,248 +17,220	+37%	+$406K	1.11%	9
2024 Q4	$1.09M	Buy	+47,028	New	+$1.16M	0.82%	11

Other funds holding DFAR

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

WDG

Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

UWM

United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

Warburton Capital Management's DFAR Position: Q2 2026 in Review

Warburton Capital Management increased its Dimensional US Real Estate ETF (DFAR) stake by 13% in Q2 2026, buying an estimated $534K and bringing the position to 180,576 shares worth $4.72M. The position accounts for 1.92% of the portfolio, ranked #6.

Warburton Capital Management first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Warburton Capital Management held 180,576 shares of Dimensional US Real Estate ETF worth $4.72M as of Q2 2026.
Warburton Capital Management bought 20,781 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $534K.
Dimensional US Real Estate ETF made up 1.92% of Warburton Capital Management's portfolio in Q2 2026, its #6 holding.
Warburton Capital Management first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
167 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.