XPN
DFAR icon

XY Planning Network’s Dimensional US Real Estate ETF DFAR Stock Holding History

XY Planning Network’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 		$570K Buy
+21,770
New +$560K 0.07% 193
2025
Q4 		– Sell
-9,073
Closed -$213K – 250
2025
Q3 		$213K Hold
9,073
– – 0.07% 167
2025
Q2 		$213K Buy
+9,073
New +$211K 0.07% 167

Other funds holding DFAR

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
WDG
Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

XY Planning Network's DFAR Position: Q2 2026 in Review

XY Planning Network opened a new position in Dimensional US Real Estate ETF (DFAR) in Q2 2026: 21,770 shares worth $570K. The stake represents 0.07% of the portfolio and ranks #193 among its holdings. This is a return to the name: XY Planning Network previously reported a position in DFAR as recently as Q3 2025.

XY Planning Network first reported a position in DFAR in Q2 2025 and has held it in 3 quarters since. 98 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • XY Planning Network held 21,770 shares of Dimensional US Real Estate ETF worth $570K as of Q2 2026.
  • Dimensional US Real Estate ETF was a new XY Planning Network position in Q2 2026.
  • Dimensional US Real Estate ETF made up 0.07% of XY Planning Network's portfolio in Q2 2026, its #193 holding.
  • XY Planning Network first reported a position in Dimensional US Real Estate ETF in Q2 2025 and has held it in 3 quarters since.
  • 98 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.