AWMM
DFAR icon

Aegis Wealth Management (Maryland)’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Aegis Wealth Management (Maryland)’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 		$831K Hold
31,776
– – 0.39% 61
2026
Q1 		$752K Buy
31,776
+2,625
+9% +$63.1K 0.43% 50
2025
Q4 		$668K Sell
29,151
-18,372
-39% -$430K 0.38% 54
2025
Q3 		$1.13M Sell
47,523
-4,214
-8% -$99.4K 0.61% 41
2025
Q2 		$1.23M Hold
51,737
– – 0.74% 37
2025
Q1 		$1.23M Buy
51,737
+1,382
+3% +$32.6K 0.72% 38
2024
Q4 		$1.17M Buy
+50,355
New +$1.25M 0.79% 34

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

Aegis Wealth Management (Maryland)'s DFAR Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q2 2026 at 31,776 shares worth $831K. The position accounts for 0.39% of the portfolio, ranked #61.

Aegis Wealth Management (Maryland) first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q2 2025. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 31,776 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $831K as of Q2 2026.
  • Aegis Wealth Management (Maryland) left its DFA Real Estate Securities Portfolio ETF Class Shares share count unchanged in Q2 2026.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.39% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #61 holding.
  • Aegis Wealth Management (Maryland) first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
  • Aegis Wealth Management (Maryland)'s DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.23M in Q2 2025.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.