Wescott Financial Advisory Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

Wescott Financial Advisory 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	$234K	Sell	8,949 -1,490	-14%	-$38.3K	0.02%	184
2026 Q1	$247K	Hold	10,439	–	–	0.02%	172
2025 Q4	$239K	Hold	10,439	–	–	0.02%	170
2025 Q3	$249K	Hold	10,439	–	–	0.02%	158
2025 Q2	$245K	Hold	10,439	–	–	0.02%	156
2025 Q1	$248K	Hold	10,439	–	–	0.03%	154
2024 Q4	$243K	Hold	10,439	–	–	0.03%	155
2024 Q3	$268K	Hold	10,439	–	–	0.03%	153
2024 Q2	$231K	Hold	10,439	–	–	0.03%	156
2024 Q1	$234K	Hold	10,439	–	–	0.03%	150
2023 Q4	$237K	Buy	+10,439	New	+$214K	0.03%	148

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

RFP

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

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

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

Wescott Financial Advisory Group's DFAR Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Dimensional US Real Estate ETF (DFAR) stake by 14% in Q2 2026, selling an estimated $38.3K and leaving 8,949 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #184.

Wescott Financial Advisory Group first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $268K in Q3 2024. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Wescott Financial Advisory Group held 8,949 shares of Dimensional US Real Estate ETF worth $234K as of Q2 2026.
Wescott Financial Advisory Group sold 1,490 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $38.3K.
Dimensional US Real Estate ETF made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #184 holding.
Wescott Financial Advisory Group first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Wescott Financial Advisory Group's Dimensional US Real Estate ETF position peaked at $268K in Q3 2024.
301 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.