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Aspiriant LLC’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Aspiriant 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
2025
Q2 		– Sell
-8,657
Closed -$206K – 311
2025
Q1 		$206K Buy
+8,657
New +$204K 0.01% 282

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EGWAG
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BHWM
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RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
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RFP
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GOCP
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RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Aspiriant LLC's DFAR Position: Q2 2025 in Review

Aspiriant LLC sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2025, closing a stake of 8,657 shares — an estimated $206K sold.

Aspiriant LLC first reported a position in DFAR in Q1 2025 and held it in 1 quarter. The position peaked at $206K in Q1 2025. 257 funds tracked by Wall St. Rank hold DFAR as of Q2 2025.

  • Aspiriant LLC reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2025 after selling out during the quarter.
  • Aspiriant LLC sold 8,657 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2025, an estimated $206K.
  • Aspiriant LLC first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2025 and held it in 1 quarter.
  • Aspiriant LLC's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $206K in Q1 2025.
  • 257 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2025.

Based on Aspiriant LLC's 13F filing for Q2 2025, filed 29 Jul 2025.