DecisionPoint Financial
DFAR icon

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

DecisionPoint Financial’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 		$4.75M Buy
197,427
+3,222
+2% +$84.3K 0.83% 13
2026
Q2 		$5.1M Buy
194,205
+83
+0% +$2.13K 0.94% 13
2026
Q1 		$4.59M Buy
194,122
+6,751
+4% +$162K 0.99% 14
2025
Q4 		$4.29M Sell
187,371
-55,305
-23% -$1.3M 0.94% 14
2025
Q3 		$5.8M Sell
242,676
-269
-0.1% -$6.34K 1.35% 13
2025
Q2 		$5.73M Buy
242,945
+51,174
+27% +$1.19M 1.46% 13
2025
Q1 		$4.56M Buy
191,771
+2,922
+2% +$68.9K 1.32% 13
2024
Q4 		$4.39M Buy
188,849
+8,815
+5% +$218K 1.34% 13
2024
Q3 		$4.62M Sell
180,034
-488
-0.3% -$11.8K 1.46% 13
2024
Q2 		$4.27M Buy
180,522
+8,373
+5% +$180K 1.43% 13
2024
Q1 		$3.57M Buy
172,149
+47,695
+38% +$1.05M 1.42% 12
2023
Q4 		$2.83M Buy
124,454
+3,550
+3% +$72.7K 1.21% 13
2023
Q3 		$2.36M Sell
120,904
-856
-0.7% -$18.2K 1.23% 13
2023
Q2 		$2.62M Buy
121,760
+17,252
+17% +$365K 1.37% 12
2023
Q1 		$2.25M Buy
104,508
+6,922
+7% +$152K 1.3% 13
2022
Q4 		$2.06M Buy
+97,586
New +$2.07M 1.25% 13

Other funds holding DFAR

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 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
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
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

DecisionPoint Financial's DFAR Position: Q3 2026 in Review

DecisionPoint Financial increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 1.7% in Q3 2026, buying an estimated $84.3K and bringing the position to 197,427 shares worth $4.75M. The position accounts for 0.83% of the portfolio, ranked #13.

DecisionPoint Financial first reported a position in DFAR in Q4 2022 and has held it in 16 quarters since. The position peaked at $5.8M in Q3 2025. 83 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

  • DecisionPoint Financial held 197,427 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $4.75M as of Q3 2026.
  • DecisionPoint Financial bought 3,222 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $84.3K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.83% of DecisionPoint Financial's portfolio in Q3 2026, its #13 holding.
  • DecisionPoint Financial first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 16 quarters since.
  • DecisionPoint Financial's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $5.8M in Q3 2025.
  • 83 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.