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

Bridge Generations 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
2026
Q1 		– Sell
-2,867
Closed -$65.7K – 53
2025
Q4 		$65.7K Hold
2,867
– – 0.04% 41
2025
Q3 		$68.4K Hold
2,867
– – 0.05% 42
2025
Q2 		$67.3K Hold
2,867
– – 0.04% 40
2025
Q1 		$68.1K Hold
2,867
– – 0.04% 38
2024
Q4 		$66.7K Buy
+2,867
New +$71K 0.04% 32

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EGWAG
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RFP
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VT
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MFT
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RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
Two Sigma Investments
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GOCP
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Bridge Generations Wealth Management's DFAR Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q1 2026, closing a stake of 2,867 shares — an estimated $65.7K sold.

Bridge Generations Wealth Management first reported a position in DFAR in Q4 2024 and held it in 5 quarters. The position peaked at $68.4K in Q3 2025. 289 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Bridge Generations Wealth Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q1 2026 after selling out during the quarter.
  • Bridge Generations Wealth Management sold 2,867 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q1 2026, an estimated $65.7K.
  • Bridge Generations Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and held it in 5 quarters.
  • Bridge Generations Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $68.4K in Q3 2025.
  • 289 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.