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

Wealthspan 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
Q1 		$305K Sell
12,887
-209
-2% -$5.03K 0.11% 100
2025
Q4 		$300K Sell
13,096
-2,046
-14% -$47.9K 0.11% 99
2025
Q3 		$361K Buy
15,142
+371
+3% +$8.75K 0.14% 90
2025
Q2 		$347K Buy
14,771
+1,389
+10% +$32.2K 0.14% 87
2025
Q1 		$318K Buy
13,382
+840
+7% +$19.8K 0.15% 85
2024
Q4 		$292K Buy
12,542
+728
+6% +$18K 0.14% 89
2024
Q3 		$303K Buy
11,814
+1,871
+19% +$45.3K 0.15% 87
2024
Q2 		$220K Buy
+9,943
New +$214K 0.12% 98

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

Wealthspan Partners's DFAR Position: Q1 2026 in Review

Wealthspan Partners reduced its Dimensional US Real Estate ETF (DFAR) stake by 1.6% in Q1 2026, selling an estimated $5.03K and leaving 12,887 shares worth $305K. The position accounts for 0.11% of the portfolio, ranked #100.

Wealthspan Partners first reported a position in DFAR in Q2 2024 and has held it in 8 quarters since. The position peaked at $361K in Q3 2025. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Wealthspan Partners held 12,887 shares of Dimensional US Real Estate ETF worth $305K as of Q1 2026.
  • Wealthspan Partners sold 209 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $5.03K.
  • Dimensional US Real Estate ETF made up 0.11% of Wealthspan Partners's portfolio in Q1 2026, its #100 holding.
  • Wealthspan Partners first reported a position in Dimensional US Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
  • Wealthspan Partners's Dimensional US Real Estate ETF position peaked at $361K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.