Ariadne Wealth Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Ariadne 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 Q3	$1.17M	Buy	48,286 +2,313	+5%	+$60.5K	0.51%	42
2026 Q2	$1.2M	Sell	45,973 -541	-1%	-$13.9K	0.53%	47
2026 Q1	$1.1M	Buy	46,514 +12	+0%	+$288	0.49%	44
2025 Q4	$1.14M	Sell	46,502 -26,939	-37%	-$631K	0.47%	47
2025 Q3	$1.71M	Buy	73,441 +3,300	+5%	+$77.8K	0.77%	31
2025 Q2	$1.63M	Sell	70,141 -3,259	-4%	-$75.7K	0.78%	31
2025 Q1	$1.73M	Buy	73,400 +1,341	+2%	+$31.6K	0.9%	27
2024 Q4	$1.71M	Buy	72,059 +45,390	+170%	+$1.12M	0.78%	30
2024 Q3	$660K	Buy	26,669 +8,685	+48%	+$210K	0.36%	54
2024 Q2	$397K	Buy	+17,984	New	+$386K	0.31%	78

Other funds holding DFAR

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Burton Enright Welch Walnut Creek, California $932M AUM 15.16% 1-Year Est. Return

Wealth Dimensions Group Cincinnati, Ohio $590M AUM 14.89% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return

United Wealth Management Charlottesville, Virginia $378M AUM 10.8% 1-Year Est. Return

Fidato Wealth Middleburg Heights, Ohio $184M AUM 10.79% 1-Year Est. Return

Ariadne Wealth Management's DFAR Position: Q3 2026 in Review

Ariadne Wealth Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 5% in Q3 2026, buying an estimated $60.5K and bringing the position to 48,286 shares worth $1.17M. The position accounts for 0.51% of the portfolio, ranked #42.

Ariadne Wealth Management first reported a position in DFAR in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.73M in Q1 2025. 152 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

Ariadne Wealth Management held 48,286 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.17M as of Q3 2026.
Ariadne Wealth Management bought 2,313 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $60.5K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.51% of Ariadne Wealth Management's portfolio in Q3 2026, its #42 holding.
Ariadne Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2024 and has held it in 10 quarters since.
Ariadne Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.73M in Q1 2025.
152 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Ariadne Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.