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

Essential Planning’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
2025 Q2	–	Sell	-8,731	Closed	-$208K	–	83
2025 Q1	$208K	Sell	8,731 -669,139	-99%	-$15.8M	0.08%	78
2024 Q4	$16.8M	Buy	677,870 +666,799	+6,023%	+$16.5M	0.11%	63
2024 Q3	$284K	Sell	11,071 -352	-3%	-$8.52K	0.12%	66
2024 Q2	$252K	Buy	11,423 +933	+9%	+$20K	0.11%	61
2024 Q1	$239K	Buy	10,490 +15	+0.1%	+$330	0.12%	57
2023 Q4	$238K	Buy	+10,475	New	+$215K	0.12%	56

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

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

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

Essential Planning's DFAR Position: Q2 2025 in Review

Essential Planning sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2025, closing a stake of 8,731 shares — an estimated $208K sold.

Essential Planning first reported a position in DFAR in Q4 2023 and held it in 6 quarters. The position peaked at $16.8M in Q4 2024. 257 funds tracked by Wall St. Rank hold DFAR as of Q2 2025.

Essential Planning reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2025 after selling out during the quarter.
Essential Planning sold 8,731 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2025, an estimated $208K.
Essential Planning first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and held it in 6 quarters.
Essential Planning's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $16.8M in Q4 2024.
257 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2025.

Based on Essential Planning's 13F filing for Q2 2025, filed 14 Aug 2025.