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Yoder Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Yoder Wealth Management’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 		$502K Sell
19,185
-763
-4% -$19.6K 0.2% 72
2026
Q1 		$472K Buy
19,948
+497
+3% +$11.9K 0.22% 70
2025
Q4 		$445K Buy
19,451
+612
+3% +$14.3K 0.2% 72
2025
Q3 		$449K Buy
18,839
+952
+5% +$22.4K 0.21% 71
2025
Q2 		$420K Buy
17,887
+1,092
+7% +$25.4K 0.22% 72
2025
Q1 		$399K Buy
16,795
+4,530
+37% +$107K 0.22% 69
2024
Q4 		$285K Sell
12,265
-121
-1% -$3K 0.16% 85
2024
Q3 		$318K Sell
12,386
-164
-1% -$3.97K 0.19% 78
2024
Q2 		$277K Buy
12,550
+2,415
+24% +$51.9K 0.18% 83
2024
Q1 		$227K Sell
10,135
-2,180
-18% -$48K 0.15% 95
2023
Q4 		$280K Buy
+12,315
New +$252K 0.2% 69

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

Yoder Wealth Management's DFAR Position: Q2 2026 in Review

Yoder Wealth Management reduced its Dimensional US Real Estate ETF (DFAR) stake by 3.8% in Q2 2026, selling an estimated $19.6K and leaving 19,185 shares worth $502K. The position accounts for 0.2% of the portfolio, ranked #72.

Yoder Wealth Management first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Yoder Wealth Management held 19,185 shares of Dimensional US Real Estate ETF worth $502K as of Q2 2026.
  • Yoder Wealth Management sold 763 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $19.6K.
  • Dimensional US Real Estate ETF made up 0.2% of Yoder Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Yoder Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.