WDG
DFAR icon

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
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 $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
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
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
VT
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
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

Wealth Dimensions Group's DFAR Position: Q1 2026 in Review

Wealth Dimensions Group increased its Dimensional US Real Estate ETF (DFAR) stake by 8.5% in Q1 2026, buying an estimated $1.33M and bringing the position to 703,935 shares worth $16.6M. The position accounts for 3.28% of the portfolio, ranked #11.

Wealth Dimensions Group first reported a position in DFAR in Q4 2022 and has held it in 14 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Wealth Dimensions Group held 703,935 shares of Dimensional US Real Estate ETF worth $16.6M as of Q1 2026.
  • Wealth Dimensions Group bought 55,113 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $1.33M.
  • Dimensional US Real Estate ETF made up 3.28% of Wealth Dimensions Group's portfolio in Q1 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 14 quarters since.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.