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

WPWealth’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 		$1.43M Sell
54,709
-1,935
-3% -$49.7K 0.21% 31
2026
Q1 		$1.34M Buy
56,644
+6,198
+12% +$149K 0.2% 34
2025
Q4 		$1.16M Buy
50,446
+522
+1% +$12.2K 0.18% 39
2025
Q3 		$1.19M Buy
49,924
+581
+1% +$13.7K 0.19% 38
2025
Q2 		$1.16M Sell
49,343
-11,762
-19% -$273K 0.21% 36
2025
Q1 		$1.45M Sell
61,105
-94
-0.2% -$2.22K 0.29% 27
2024
Q4 		$1.42M Sell
61,199
-6,173
-9% -$153K 0.29% 26
2024
Q3 		$1.73M Sell
67,372
-4,160
-6% -$101K 0.36% 20
2024
Q2 		$1.58M Sell
71,532
-162
-0.2% -$3.48K 0.38% 20
2024
Q1 		$1.6M Sell
71,694
-4,821
-6% -$106K 0.41% 20
2023
Q4 		$1.74M Sell
76,515
-41,178
-35% -$844K 0.54% 20
2023
Q3 		$2.3M Sell
117,693
-52,062
-31% -$1.1M 0.88% 15
2023
Q2 		$3.65M Sell
169,755
-40,622
-19% -$859K 1.57% 14
2023
Q1 		$4.52M Sell
210,377
-84,025
-29% -$1.85M 2.09% 9
2022
Q4 		$6.23M Buy
+294,402
New +$6.24M 3.26% 8

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
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
SC
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

WPWealth's DFAR Position: Q2 2026 in Review

WPWealth reduced its Dimensional US Real Estate ETF (DFAR) stake by 3.4% in Q2 2026, selling an estimated $49.7K and leaving 54,709 shares worth $1.43M. The position accounts for 0.21% of the portfolio, ranked #31.

WPWealth first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.23M in Q4 2022. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • WPWealth held 54,709 shares of Dimensional US Real Estate ETF worth $1.43M as of Q2 2026.
  • WPWealth sold 1,935 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $49.7K.
  • Dimensional US Real Estate ETF made up 0.21% of WPWealth's portfolio in Q2 2026, its #31 holding.
  • WPWealth first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • WPWealth's Dimensional US Real Estate ETF position peaked at $6.23M in Q4 2022.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.