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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
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
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

Wescott Financial Advisory Group's DFAR Position: Q1 2026 in Review

Wescott Financial Advisory Group held its Dimensional US Real Estate ETF (DFAR) position steady in Q1 2026 at 10,439 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #172.

Wescott Financial Advisory Group first reported a position in DFAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $268K in Q3 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Wescott Financial Advisory Group held 10,439 shares of Dimensional US Real Estate ETF worth $247K as of Q1 2026.
  • Wescott Financial Advisory Group left its Dimensional US Real Estate ETF share count unchanged in Q1 2026.
  • Dimensional US Real Estate ETF made up 0.02% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #172 holding.
  • Wescott Financial Advisory Group first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • Wescott Financial Advisory Group's Dimensional US Real Estate ETF position peaked at $268K in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.