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

EntreWealth’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	$639K	Buy	26,431 +208	+0.8%	+$5.44K	0.23%	77
2026 Q2	$694K	Sell	26,223 -538	-2%	-$13.8K	0.26%	72
2026 Q1	$633K	Sell	26,761 -14	-0.1%	-$337	0.28%	62
2025 Q4	$644K	Sell	26,775 -4,890	-15%	-$115K	0.29%	61
2025 Q3	$755K	Sell	31,665 -3,735	-11%	-$88.1K	0.39%	50
2025 Q2	$830K	Sell	35,400 -21,105	-37%	-$490K	0.57%	37
2025 Q1	$1.34M	Sell	56,505 -2,246	-4%	-$53K	1.03%	26
2024 Q4	$1.5M	Buy	+58,751	New	+$1.45M	1.38%	23

Other funds holding DFAR

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Burton Enright Welch Walnut Creek, California $932M AUM 15.16% 1-Year Est. Return

Wealth Dimensions Group Cincinnati, Ohio $590M AUM 14.89% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return

United Wealth Management Charlottesville, Virginia $378M AUM 10.8% 1-Year Est. Return

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

EntreWealth's DFAR Position: Q3 2026 in Review

EntreWealth increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.79% in Q3 2026, buying an estimated $5.44K and bringing the position to 26,431 shares worth $639K. The position accounts for 0.23% of the portfolio, ranked #77.

EntreWealth first reported a position in DFAR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q4 2024. 146 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

EntreWealth held 26,431 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $639K as of Q3 2026.
EntreWealth bought 208 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $5.44K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.23% of EntreWealth's portfolio in Q3 2026, its #77 holding.
EntreWealth first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
EntreWealth's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.5M in Q4 2024.
146 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on EntreWealth's 13F filing for Q3 2026, filed 14 Oct 2026.