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Wealthcare Advisory Partners’s Dimensional US Real Estate ETF DFAR Stock Holding History

Wealthcare Advisory Partners’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 		$294K Buy
11,252
+1,810
+19% +$46.5K 0.01% 888
2026
Q1 		$223K Buy
+9,442
New +$227K ﹤0.01% 978

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RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
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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

Wealthcare Advisory Partners's DFAR Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Dimensional US Real Estate ETF (DFAR) stake by 19% in Q2 2026, buying an estimated $46.5K and bringing the position to 11,252 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #888.

Wealthcare Advisory Partners first reported a position in DFAR in Q1 2026 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Wealthcare Advisory Partners held 11,252 shares of Dimensional US Real Estate ETF worth $294K as of Q2 2026.
  • Wealthcare Advisory Partners bought 1,810 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $46.5K.
  • Dimensional US Real Estate ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #888 holding.
  • Wealthcare Advisory Partners first reported a position in Dimensional US Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.