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 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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 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

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 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

WPWealth's DFAR Position: Q1 2026 in Review

WPWealth increased its Dimensional US Real Estate ETF (DFAR) stake by 12% in Q1 2026, buying an estimated $149K and bringing the position to 56,644 shares worth $1.34M. The position accounts for 0.2% of the portfolio, ranked #34.

WPWealth first reported a position in DFAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.23M in Q4 2022. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

WPWealth held 56,644 shares of Dimensional US Real Estate ETF worth $1.34M as of Q1 2026.
WPWealth bought 6,198 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $149K.
Dimensional US Real Estate ETF made up 0.2% of WPWealth's portfolio in Q1 2026, its #34 holding.
WPWealth first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
WPWealth's Dimensional US Real Estate ETF position peaked at $6.23M in Q4 2022.
286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

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