AWM Capital’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

AWM Capital’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	$7.62M	Buy	291,455 +26,223	+10%	+$674K	0.61%	22
2026 Q1	$6.27M	Buy	265,232 +10,242	+4%	+$246K	0.57%	23
2025 Q4	$5.84M	Buy	254,990 +10,639	+4%	+$249K	0.53%	23
2025 Q3	$5.83M	Buy	244,351 +33,308	+16%	+$785K	0.53%	23
2025 Q2	$4.95M	Buy	211,043 +112,274	+114%	+$2.61M	0.52%	25
2025 Q1	$2.35M	Sell	98,769 -7,245	-7%	-$171K	0.27%	30
2024 Q4	$2.47M	Buy	106,014 +64,645	+156%	+$1.6M	0.3%	30
2024 Q3	$1.06M	Buy	+41,369	New	+$1M	0.13%	45

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

AWM Capital's DFAR Position: Q2 2026 in Review

AWM Capital increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 9.9% in Q2 2026, buying an estimated $674K and bringing the position to 291,455 shares worth $7.62M. The position accounts for 0.61% of the portfolio, ranked #22.

AWM Capital first reported a position in DFAR in Q3 2024 and has held it in 8 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

AWM Capital held 291,455 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $7.62M as of Q2 2026.
AWM Capital bought 26,223 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $674K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.61% of AWM Capital's portfolio in Q2 2026, its #22 holding.
AWM Capital first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on AWM Capital's 13F filing for Q2 2026, filed 31 Jul 2026.