Clune & Associates’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Clune & Associates’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	$1.28M	Sell	53,030 -3,549	-6%	-$92.8K	0.2%	72
2026 Q2	$1.48M	Sell	56,579 -11,895	-17%	-$306K	0.22%	69
2026 Q1	$1.62M	Sell	68,474 -10,268	-13%	-$247K	0.3%	71
2025 Q4	$1.8M	Buy	78,742 +30,718	+64%	+$719K	0.39%	65
2025 Q3	$1.15M	Sell	48,024 -1,265	-3%	-$29.8K	0.29%	77
2025 Q2	$1.16M	Buy	49,289 +4,075	+9%	+$94.6K	0.32%	71
2025 Q1	$1.07M	Buy	45,214 +5,588	+14%	+$132K	0.33%	73
2024 Q4	$922K	Buy	+39,626	New	+$981K	0.31%	75

Other funds holding DFAR

Fidato Wealth Middleburg Heights, Ohio $184M AUM 10.79% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

VAG

Vannoy Advisory Group Austin, Texas $173M AUM 12.55% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

BWMG

Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $319M AUM

Clune & Associates's DFAR Position: Q3 2026 in Review

Clune & Associates reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 6.3% in Q3 2026, selling an estimated $92.8K and leaving 53,030 shares worth $1.28M. The position accounts for 0.2% of the portfolio, ranked #72.

Clune & Associates first reported a position in DFAR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.8M in Q4 2025. 33 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

Clune & Associates held 53,030 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.28M as of Q3 2026.
Clune & Associates sold 3,549 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $92.8K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.2% of Clune & Associates's portfolio in Q3 2026, its #72 holding.
Clune & Associates first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
Clune & Associates's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.8M in Q4 2025.
33 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.