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

Financial Harvest’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	–	Sell	-320,415	Closed	-$8.38M	–	65
2026 Q2	$8.38M	Buy	320,415 +26,150	+9%	+$672K	3.47%	9
2026 Q1	$6.96M	Buy	294,265 +24,628	+9%	+$592K	4.1%	8
2025 Q4	$6.18M	Buy	269,637 +29,053	+12%	+$680K	3.81%	8
2025 Q3	$5.74M	Buy	240,584 +17,052	+8%	+$402K	3.87%	8
2025 Q2	$5.24M	Buy	+223,532	New	+$5.19M	3.92%	8
2025 Q1	–	Sell	-194,763	Closed	-$4.53M	–	63
2024 Q4	$4.53M	Buy	+194,763	New	+$4.82M	3.82%	8

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

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

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Financial Harvest's DFAR Position: Q3 2026 in Review

Financial Harvest sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2026, closing a stake of 320,415 shares — an estimated $8.38M sold.

Financial Harvest first reported a position in DFAR in Q4 2024 and held it in 6 quarters. The position peaked at $8.38M in Q2 2026. 60 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

Financial Harvest reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Financial Harvest sold 320,415 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $8.38M.
Financial Harvest first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and held it in 6 quarters.
Financial Harvest's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $8.38M in Q2 2026.
60 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Financial Harvest's 13F filing for Q3 2026, filed 15 Oct 2026.