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Wealthspire Advisors (New York)’s Dimensional US Real Estate ETF DFAR Stock Holding History

Wealthspire Advisors (New York)’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 		$958K Buy
40,525
+607
+2% +$14.6K 0.01% 413
2025
Q4 		$914K Buy
39,918
+10
+0% +$234 0.01% 452
2025
Q3 		$952K Buy
39,908
+4
+0% +$94 0.01% 401
2025
Q2 		$936K Buy
39,904
+2,996
+8% +$69.6K 0.01% 402
2025
Q1 		$877K Hold
36,908
– – 0.01% 399
2024
Q4 		$859K Buy
+36,908
New +$914K 0.01% 402

Other funds holding DFAR

Focus Partners Wealth
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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

Wealthspire Advisors (New York)'s DFAR Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Dimensional US Real Estate ETF (DFAR) stake by 1.5% in Q1 2026, buying an estimated $14.6K and bringing the position to 40,525 shares worth $958K. The position accounts for 0.01% of the portfolio, ranked #413.

Wealthspire Advisors (New York) first reported a position in DFAR in Q4 2024 and has held it in 6 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Wealthspire Advisors (New York) held 40,525 shares of Dimensional US Real Estate ETF worth $958K as of Q1 2026.
  • Wealthspire Advisors (New York) bought 607 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $14.6K.
  • Dimensional US Real Estate ETF made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #413 holding.
  • Wealthspire Advisors (New York) first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.