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Seven Hills Financial, LLC’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Seven Hills Financial, LLC’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
Q3 		$2.21M Buy
+91,532
New +$2.39M 1.33% 17

Other funds holding DFAR

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VAG
Vannoy Advisory Group Austin, Texas $173M AUM 12.55% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
DWM
DWR Wealth Management San Jose, California $144M AUM 14.85% 1-Year Est. Return
GFM
GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
DFC
DBK Financial Counsel Cuyahoga Falls, Ohio $125M AUM 14.41% 1-Year Est. Return

Seven Hills Financial, LLC's DFAR Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2026: 91,532 shares worth $2.21M. The stake represents 1.33% of the portfolio and ranks #17 among its holdings.

12 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

  • Seven Hills Financial, LLC held 91,532 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $2.21M as of Q3 2026.
  • DFA Real Estate Securities Portfolio ETF Class Shares was a new Seven Hills Financial, LLC position in Q3 2026.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 1.33% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #17 holding.
  • 12 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.