Brookstone Capital Management
DFAR icon

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

Brookstone 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 		$274K Buy
11,360
+24
+0.2% +$628 ﹤0.01% 1146
2026
Q2 		$297K Hold
11,336
– – ﹤0.01% 1107
2026
Q1 		$268K Sell
11,336
-56
-0.5% -$1.35K ﹤0.01% 1063
2025
Q4 		$261K Sell
11,392
-3,419
-23% -$80.1K ﹤0.01% 1028
2025
Q3 		$353K Buy
14,811
+2,798
+23% +$66K ﹤0.01% 921
2025
Q2 		$282K Buy
12,013
+519
+5% +$12K ﹤0.01% 920
2025
Q1 		$273K Buy
11,494
+125
+1% +$2.95K ﹤0.01% 886
2024
Q4 		$265K Buy
11,369
+37
+0.3% +$916 ﹤0.01% 867
2024
Q3 		$291K Buy
11,332
+557
+5% +$13.5K ﹤0.01% 848
2024
Q2 		$255K Sell
10,775
-21
-0.2% -$451 ﹤0.01% 839
2024
Q1 		$242K Hold
10,796
– – ﹤0.01% 829
2023
Q4 		$246K Sell
10,796
-102
-0.9% -$2.09K ﹤0.01% 770
2023
Q3 		$206K Buy
10,898
+86
+0.8% +$1.82K ﹤0.01% 785
2023
Q2 		$234K Buy
10,812
+37
+0.3% +$782 ﹤0.01% 754
2023
Q1 		$231K Sell
10,775
-6,257
-37% -$138K ﹤0.01% 757
2022
Q4 		$367K Buy
+17,032
New +$361K 0.01% 659

Other funds holding DFAR

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Fidato Wealth
Fidato Wealth Middleburg Heights, Ohio $184M AUM 10.79% 1-Year Est. Return
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
Onyx Financial Advisors
Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

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

Brookstone Capital Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.21% in Q3 2026, buying an estimated $628 and bringing the position to 11,360 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Brookstone Capital Management first reported a position in DFAR in Q4 2022 and has held it in 16 quarters since. The position peaked at $367K in Q4 2022. 58 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

  • Brookstone Capital Management held 11,360 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $274K as of Q3 2026.
  • Brookstone Capital Management bought 24 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $628.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #1146 holding.
  • Brookstone 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.
  • Brookstone Capital Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $367K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.