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

Core 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 Q2	$13.2M	Buy	504,582 +19,231	+4%	+$494K	3.71%	4
2026 Q1	$11.5M	Buy	485,351 +7,454	+2%	+$179K	3.52%	4
2025 Q4	$10.9M	Buy	477,897 +9,177	+2%	+$215K	3.41%	4
2025 Q3	$11.2M	Buy	468,720 +10,817	+2%	+$255K	3.6%	4
2025 Q2	$10.7M	Buy	457,903 +9,925	+2%	+$230K	3.79%	4
2025 Q1	$10.6M	Sell	447,978 -6,439	-1%	-$152K	4.09%	4
2024 Q4	$10.6M	Buy	454,417 +3,121	+0.7%	+$77.3K	4.13%	5
2024 Q3	$10M	Hold	451,296	–	–	4.05%	4
2024 Q2	$10M	Buy	451,296 +49,068	+12%	+$1.05M	4.05%	4
2024 Q1	$9M	Buy	402,228 +34,226	+9%	+$754K	3.9%	4
2023 Q4	$8.37M	Buy	368,002 +9,806	+3%	+$201K	4%	5
2023 Q3	$6.99M	Buy	358,196 +25,367	+8%	+$538K	3.62%	4
2023 Q2	$7.16M	Buy	332,829 +38,614	+13%	+$816K	3.64%	4
2023 Q1	$6.32M	Buy	294,215 +10,914	+4%	+$240K	3.41%	5
2022 Q4	$5.99M	Buy	+283,301	New	+$6M	3.38%	5

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Core Wealth Management's DFAR Position: Q2 2026 in Review

Core Wealth Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 4% in Q2 2026, buying an estimated $494K and bringing the position to 504,582 shares worth $13.2M. The position accounts for 3.71% of the portfolio, ranked #4.

Core Wealth Management first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Core Wealth Management held 504,582 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $13.2M as of Q2 2026.
Core Wealth Management bought 19,231 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $494K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 3.71% of Core Wealth Management's portfolio in Q2 2026, its #4 holding.
Core Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Core Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.