DBK Financial Counsel’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

DBK Financial Counsel’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	$615K	Sell	23,497 -4,546	-16%	-$117K	0.52%	40
2026 Q1	$663K	Buy	28,043 +2,273	+9%	+$54.6K	0.5%	42
2025 Q4	$590K	Hold	25,770	–	–	0.45%	41
2025 Q3	$615K	Sell	25,770 -4,500	-15%	-$106K	0.52%	41
2025 Q2	$710K	Sell	30,270 -43	-0.1%	-$998	0.64%	36
2025 Q1	$721K	Buy	30,313 +134	+0.4%	+$3.16K	0.72%	31
2024 Q4	$702K	Sell	30,179 -102	-0.3%	-$2.52K	0.71%	30
2024 Q3	$776K	Sell	30,281 -9,024	-23%	-$218K	0.78%	27
2024 Q2	$869K	Buy	39,305 +7,910	+25%	+$170K	0.95%	26
2024 Q1	$702K	Buy	31,395 +17,710	+129%	+$390K	0.74%	31
2023 Q4	$311K	Sell	13,685 -36,965	-73%	-$757K	0.36%	40
2023 Q3	$989K	Buy	50,650 +930	+2%	+$19.7K	1.3%	22
2023 Q2	$1.07M	Hold	49,720	–	–	1.44%	20
2023 Q1	$1.07M	Buy	49,720 +13,265	+36%	+$292K	1.48%	19
2022 Q4	$771K	Buy	+36,455	New	+$772K	1.23%	23

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

RFP

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

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 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

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

DBK Financial Counsel's DFAR Position: Q2 2026 in Review

DBK Financial Counsel reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 16% in Q2 2026, selling an estimated $117K and leaving 23,497 shares worth $615K. The position accounts for 0.52% of the portfolio, ranked #40.

DBK Financial Counsel first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q2 2023. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

DBK Financial Counsel held 23,497 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $615K as of Q2 2026.
DBK Financial Counsel sold 4,546 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $117K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.52% of DBK Financial Counsel's portfolio in Q2 2026, its #40 holding.
DBK Financial Counsel first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
DBK Financial Counsel's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.07M in Q2 2023.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.