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WorthPointe’s Dimensional US Real Estate ETF DFAR Stock Holding History

WorthPointe’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 		$386K Hold
16,305
– – 0.1% 85
2025
Q4 		$373K Sell
16,305
-4,837
-23% -$113K 0.1% 97
2025
Q3 		$504K Buy
21,142
+45
+0.2% +$1.06K 0.19% 57
2025
Q2 		$495K Hold
21,097
– – 0.21% 46
2025
Q1 		$501K Sell
21,097
-254
-1% -$5.99K 0.22% 49
2024
Q4 		$497K Buy
21,351
+4,777
+29% +$118K 0.2% 50
2024
Q3 		$425K Buy
16,574
+4,548
+38% +$110K 0.18% 53
2024
Q2 		$266K Hold
12,026
– – 0.12% 60
2024
Q1 		$269K Buy
+12,026
New +$265K 0.14% 53

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

WorthPointe's DFAR Position: Q1 2026 in Review

WorthPointe held its Dimensional US Real Estate ETF (DFAR) position steady in Q1 2026 at 16,305 shares worth $386K. The position accounts for 0.1% of the portfolio, ranked #85.

WorthPointe first reported a position in DFAR in Q1 2024 and has held it in 9 quarters since. The position peaked at $504K in Q3 2025. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • WorthPointe held 16,305 shares of Dimensional US Real Estate ETF worth $386K as of Q1 2026.
  • WorthPointe left its Dimensional US Real Estate ETF share count unchanged in Q1 2026.
  • Dimensional US Real Estate ETF made up 0.1% of WorthPointe's portfolio in Q1 2026, its #85 holding.
  • WorthPointe first reported a position in Dimensional US Real Estate ETF in Q1 2024 and has held it in 9 quarters since.
  • WorthPointe's Dimensional US Real Estate ETF position peaked at $504K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.