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

Fidato 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	$13.6M	Buy	561,392 +17,693	+3%	+$463K	7.37%	3
2026 Q2	$14.2M	Buy	543,699 +11,218	+2%	+$288K	8.31%	3
2026 Q1	$12.6M	Buy	532,481 +9,064	+2%	+$218K	8.18%	3
2025 Q4	$12M	Buy	523,417 +32,758	+7%	+$767K	7.66%	3
2025 Q3	$11.7M	Buy	490,659 +29,615	+6%	+$698K	7.69%	3
2025 Q2	$10.8M	Buy	461,044 +31,635	+7%	+$734K	7.73%	3
2025 Q1	$10.2M	Buy	429,409 +11,511	+3%	+$271K	7.81%	3
2024 Q4	$9.7M	Buy	417,898 +26,997	+7%	+$668K	7.29%	3
2024 Q3	$10M	Buy	390,901 +1,086	+0.3%	+$26.3K	8.05%	3
2024 Q2	$8.61M	Buy	389,815 +19,335	+5%	+$415K	7.61%	3
2024 Q1	$8.29M	Buy	370,480 +8,438	+2%	+$186K	7.43%	4
2023 Q4	$8.23M	Buy	+362,042	New	+$7.42M	7.86%	3

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

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 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

Fidato Wealth's DFAR Position: Q3 2026 in Review

Fidato Wealth increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 3.3% in Q3 2026, buying an estimated $463K and bringing the position to 561,392 shares worth $13.6M. The position accounts for 7.37% of the portfolio, ranked #3.

Fidato Wealth first reported a position in DFAR in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.2M in Q2 2026. 92 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

Fidato Wealth held 561,392 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $13.6M as of Q3 2026.
Fidato Wealth bought 17,693 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $463K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 7.37% of Fidato Wealth's portfolio in Q3 2026, its #3 holding.
Fidato 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.
Fidato Wealth's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $14.2M in Q2 2026.
92 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Fidato Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.