Aspect Partners’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Aspect Partners’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	$119K	Hold	4,925	–	–	0.05%	106
2026 Q2	$129K	Hold	4,925	–	–	0.05%	99
2026 Q1	$116K	Hold	4,925	–	–	0.05%	98
2025 Q4	$113K	Hold	4,925	–	–	0.05%	99
2025 Q3	$117K	Hold	4,925	–	–	0.05%	98
2025 Q2	$116K	Hold	4,925	–	–	0.06%	101
2025 Q1	$117K	Hold	4,925	–	–	0.07%	87
2024 Q4	$115K	Hold	4,925	–	–	0.07%	90
2024 Q3	$126K	Buy	+4,925	New	+$119K	0.07%	81

Other funds holding DFAR

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

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

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

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Aspect Partners's DFAR Position: Q3 2026 in Review

Aspect Partners held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q3 2026 at 4,925 shares worth $119K. The position accounts for 0.05% of the portfolio, ranked #106.

Aspect Partners first reported a position in DFAR in Q3 2024 and has held it in 9 quarters since. The position peaked at $129K in Q2 2026. 59 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

Aspect Partners held 4,925 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $119K as of Q3 2026.
Aspect Partners left its DFA Real Estate Securities Portfolio ETF Class Shares share count unchanged in Q3 2026.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.05% of Aspect Partners's portfolio in Q3 2026, its #106 holding.
Aspect Partners first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2024 and has held it in 9 quarters since.
Aspect Partners's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $129K in Q2 2026.
59 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.