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

Blume Capital 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
2026 Q3	$104K	Sell	4,286 -75	-2%	-$1.96K	0.02%	153
2026 Q2	$114K	Hold	4,361	–	–	0.02%	153
2026 Q1	$103K	Hold	4,361	–	–	0.02%	150
2025 Q4	$100K	Hold	4,361	–	–	0.02%	143
2025 Q3	$104K	Hold	4,361	–	–	0.02%	148
2025 Q2	$102K	Hold	4,361	–	–	0.02%	147
2025 Q1	$104K	Sell	4,361 -250	-5%	-$5.9K	0.02%	149
2024 Q4	$107K	Buy	4,611 +75	+2%	+$1.86K	0.02%	148
2024 Q3	$116K	Sell	4,536 -25	-0.5%	-$605	0.03%	146
2024 Q2	$101K	Hold	4,561	–	–	0.02%	149
2024 Q1	$102K	Hold	4,561	–	–	0.02%	146
2023 Q4	$104K	Hold	4,561	–	–	0.03%	134
2023 Q3	$89K	Buy	4,561 +236	+5%	+$5K	0.03%	141
2023 Q2	$93.1K	Hold	4,325	–	–	0.03%	134
2023 Q1	$92.9K	Hold	4,325	–	–	0.03%	133
2022 Q4	$91.5K	Buy	+4,325	New	+$91.6K	0.03%	133

Other funds holding DFAR

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

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

Wealth Dimensions Group Cincinnati, Ohio $590M AUM 14.89% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return

United Wealth Management Charlottesville, Virginia $378M AUM 10.8% 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

Blume Capital Management's DFAR Position: Q3 2026 in Review

Blume Capital Management reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 1.7% in Q3 2026, selling an estimated $1.96K and leaving 4,286 shares worth $104K. The position accounts for 0.02% of the portfolio, ranked #153.

Blume Capital Management first reported a position in DFAR in Q4 2022 and has held it in 16 quarters since. The position peaked at $116K in Q3 2024. 105 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

Blume Capital Management held 4,286 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $104K as of Q3 2026.
Blume Capital Management sold 75 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.96K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.02% of Blume Capital Management's portfolio in Q3 2026, its #153 holding.
Blume Capital Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 16 quarters since.
Blume Capital Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $116K in Q3 2024.
105 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Blume Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.