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

Capital A 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
Q2 		– Sell
-7
Closed -$166 – 537
2025
Q1 		$166 Buy
+7
New +$165 ﹤0.01% 686

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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Capital A Wealth Management's DFAR Position: Q2 2025 in Review

Capital A Wealth Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2025, closing a stake of 7 shares — an estimated $166 sold.

Capital A Wealth Management first reported a position in DFAR in Q1 2025 and held it in 1 quarter. The position peaked at $166 in Q1 2025. 257 funds tracked by Wall St. Rank hold DFAR as of Q2 2025.

  • Capital A Wealth Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 7 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2025, an estimated $166.
  • Capital A Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $166 in Q1 2025.
  • 257 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.