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Wealth Dimensions Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

Wealth Dimensions Group’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 		$18.8M Buy
717,843
+13,908
+2% +$357K 3.36% 11
2026
Q1 		$16.6M Buy
703,935
+55,113
+8% +$1.33M 3.28% 11
2025
Q4 		$14.9M Buy
648,822
+81,938
+14% +$1.92M 2.95% 12
2025
Q3 		$13.5M Buy
566,884
+53,537
+10% +$1.26M 2.78% 12
2025
Q2 		$12M Buy
513,347
+35,237
+7% +$818K 2.65% 12
2025
Q1 		$11.4M Buy
478,110
+50,959
+12% +$1.2M 2.71% 12
2024
Q4 		$9.94M Buy
427,151
+31,616
+8% +$783K 2.43% 13
2024
Q3 		$10.1M Buy
395,535
+44,414
+13% +$1.08M 2.57% 13
2024
Q2 		$7.76M Buy
351,121
+66,037
+23% +$1.42M 2.21% 13
2024
Q1 		$6.38M Buy
285,084
+41,621
+17% +$917K 1.88% 15
2023
Q4 		$5.54M Buy
243,463
+75,584
+45% +$1.55M 1.75% 16
2023
Q3 		$3.28M Buy
167,879
+45,158
+37% +$958K 1.19% 15
2023
Q2 		$2.64M Buy
122,721
+21,172
+21% +$448K 0.96% 17
2023
Q1 		$2.18M Buy
101,549
+23,908
+31% +$526K 0.84% 22
2022
Q4 		$1.64M Buy
+77,641
New +$1.65M 0.67% 28

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
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
SC
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

Wealth Dimensions Group's DFAR Position: Q2 2026 in Review

Wealth Dimensions Group increased its Dimensional US Real Estate ETF (DFAR) stake by 2% in Q2 2026, buying an estimated $357K and bringing the position to 717,843 shares worth $18.8M. The position accounts for 3.36% of the portfolio, ranked #11.

Wealth Dimensions Group first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Wealth Dimensions Group held 717,843 shares of Dimensional US Real Estate ETF worth $18.8M as of Q2 2026.
  • Wealth Dimensions Group bought 13,908 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $357K.
  • Dimensional US Real Estate ETF made up 3.36% of Wealth Dimensions Group's portfolio in Q2 2026, its #11 holding.
  • Wealth Dimensions Group first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.