Wealth Dimensions Group’s DFA Real Estate Securities Portfolio ETF Class Shares 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	$9.9M	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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 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

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

Wealth Dimensions Group increased its DFA Real Estate Securities Portfolio ETF Class Shares (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. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

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

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