Elwood & Goetz Wealth Advisory Group’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$47M	Sell	1,795,268 -734,130	-29%	-$18.9M	6.95%	5
2026 Q1	$59.8M	Buy	2,529,398 +153,777	+6%	+$3.7M	10.15%	3
2025 Q4	$54.4M	Buy	2,375,621 +177,099	+8%	+$4.15M	9.57%	3
2025 Q3	$52.4M	Buy	2,198,522 +125,155	+6%	+$2.95M	10.06%	3
2025 Q2	$48.6M	Buy	2,073,367 +59,154	+3%	+$1.37M	10.51%	3
2025 Q1	$47.9M	Buy	2,014,213 +64,199	+3%	+$1.51M	11.7%	3
2024 Q4	$45.4M	Buy	1,950,014 +24,341	+1%	+$603K	11.07%	3
2024 Q3	$49.4M	Buy	1,925,673 +47,115	+3%	+$1.14M	12.23%	3
2024 Q2	$41.5M	Buy	1,878,558 +135,246	+8%	+$2.9M	11.79%	3
2024 Q1	$39M	Buy	1,743,312 +83,384	+5%	+$1.84M	9.47%	3
2023 Q4	$37.7M	Buy	1,659,928 +84,936	+5%	+$1.74M	7.98%	5
2023 Q3	$30.7M	Buy	1,574,992 +44,835	+3%	+$951K	7.13%	5
2023 Q2	$32.9M	Buy	1,530,157 +110,772	+8%	+$2.34M	7.5%	5
2023 Q1	$30.5M	Buy	1,419,385 +1,376,316	+3,196%	+$30.3M	7.28%	5
2022 Q4	$911K	Buy	43,069 +25,726	+148%	+$545K	0.28%	32
2022 Q3	$357K	Buy	17,343 +2,408	+16%	+$57.1K	0.12%	47
2022 Q2	$345K	Buy	+14,935	New	+$374K	0.12%	45

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

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

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's DFAR Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 29% in Q2 2026, selling an estimated $18.9M and leaving 1,795,268 shares worth $47M. The position accounts for 6.95% of the portfolio, ranked #5.

Elwood & Goetz Wealth Advisory Group first reported a position in DFAR in Q2 2022 and has held it in 17 quarters since. The position peaked at $59.8M in Q1 2026. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 1,795,268 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $47M as of Q2 2026.
Elwood & Goetz Wealth Advisory Group sold 734,130 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $18.9M.
DFA Real Estate Securities Portfolio ETF Class Shares made up 6.95% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #5 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2022 and has held it in 17 quarters since.
Elwood & Goetz Wealth Advisory Group's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $59.8M in Q1 2026.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.