DiNuzzo Private Wealth’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

DiNuzzo Private Wealth’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	$1.12M	Buy	46,244 +185	+0.4%	+$4.84K	0.11%	37
2026 Q2	$1.2M	Buy	46,059 +78	+0.2%	+$2K	0.12%	35
2026 Q1	$1.09M	Buy	45,981 +596	+1%	+$14.3K	0.12%	37
2025 Q4	$1.04M	Buy	45,385 +4,648	+11%	+$109K	0.11%	37
2025 Q3	$973K	Hold	40,737	–	–	0.11%	35
2025 Q2	$956K	Sell	40,737 -14,009	-26%	-$325K	0.11%	36
2025 Q1	$1.3M	Sell	54,746 -233	-0.4%	-$5.5K	0.16%	34
2024 Q4	$1.28M	Sell	54,979 -148	-0.3%	-$3.66K	0.16%	33
2024 Q3	$1.41M	Buy	55,127 +167	+0.3%	+$4.04K	0.17%	33
2024 Q2	$1.21M	Buy	54,960 +280	+0.5%	+$6.01K	0.16%	31
2024 Q1	$1.22M	Sell	54,680 -352	-0.6%	-$7.76K	0.17%	31
2023 Q4	$1.25M	Buy	+55,032	New	+$1.13M	0.18%	28

Other funds holding DFAR

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

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

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return

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

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

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

DiNuzzo Private Wealth's DFAR Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.4% in Q3 2026, buying an estimated $4.84K and bringing the position to 46,244 shares worth $1.12M. The position accounts for 0.11% of the portfolio, ranked #37.

DiNuzzo Private Wealth first reported a position in DFAR in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.41M in Q3 2024. 75 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

DiNuzzo Private Wealth held 46,244 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.12M as of Q3 2026.
DiNuzzo Private Wealth bought 185 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $4.84K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.11% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #37 holding.
DiNuzzo Private Wealth first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.41M in Q3 2024.
75 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.