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

Axxcess 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
2025
Q4 		– Sell
-11,621
Closed -$277K – 1062
2025
Q3 		$277K Sell
11,621
-822
-7% -$19.4K 0.01% 780
2025
Q2 		$292K Sell
12,443
-1,494
-11% -$34.7K 0.01% 722
2025
Q1 		$331K Buy
+13,937
New +$329K 0.01% 656

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
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
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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Axxcess Wealth Management's DFAR Position: Q4 2025 in Review

Axxcess Wealth Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q4 2025, closing a stake of 11,621 shares — an estimated $277K sold.

Axxcess Wealth Management first reported a position in DFAR in Q1 2025 and held it in 3 quarters. The position peaked at $331K in Q1 2025. 284 funds tracked by Wall St. Rank hold DFAR as of Q4 2025.

  • Axxcess Wealth Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q4 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 11,621 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q4 2025, an estimated $277K.
  • Axxcess Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2025 and held it in 3 quarters.
  • Axxcess Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $331K in Q1 2025.
  • 284 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.