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

Bannerman Wealth Management Group’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	$4.21M	Buy	174,331 +9,902	+6%	+$259K	2.41%	10
2026 Q2	$4.3M	Buy	164,429 +6,603	+4%	+$170K	2.51%	10
2026 Q1	$3.73M	Buy	157,826 +11,140	+8%	+$268K	2.52%	10
2025 Q4	$3.36M	Buy	146,686 +9,745	+7%	+$228K	2.38%	11
2025 Q3	$3.27M	Buy	136,941 +11,601	+9%	+$274K	2.41%	11
2025 Q2	$2.94M	Buy	125,340 +2,836	+2%	+$65.8K	2.26%	11
2025 Q1	$2.91M	Buy	122,504 +5,823	+5%	+$137K	2.38%	11
2024 Q4	$2.72M	Buy	+116,681	New	+$2.89M	2.24%	11

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Rather & Kittrell Knoxville, Tennessee $740M AUM 7.58% 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

Bannerman Wealth Management Group's DFAR Position: Q3 2026 in Review

Bannerman Wealth Management Group increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 6% in Q3 2026, buying an estimated $259K and bringing the position to 174,331 shares worth $4.21M. The position accounts for 2.41% of the portfolio, ranked #10.

Bannerman Wealth Management Group first reported a position in DFAR in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.3M in Q2 2026. 195 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

Bannerman Wealth Management Group held 174,331 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $4.21M as of Q3 2026.
Bannerman Wealth Management Group bought 9,902 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $259K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 2.41% of Bannerman Wealth Management Group's portfolio in Q3 2026, its #10 holding.
Bannerman Wealth Management Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
Bannerman Wealth Management Group's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $4.3M in Q2 2026.
195 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.