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

First Financial 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 Q3	$1.68M	Buy	69,550 +774	+1%	+$20.2K	1.28%	21
2026 Q2	$1.8M	Buy	68,776 +1,989	+3%	+$51.1K	1.3%	21
2026 Q1	$1.58M	Sell	66,787 -575	-0.9%	-$13.8K	1.29%	21
2025 Q4	$1.54M	Sell	67,362 -865	-1%	-$20.3K	1.31%	22
2025 Q3	$1.63M	Buy	68,227 +6,771	+11%	+$160K	1.41%	21
2025 Q2	$1.44M	Buy	61,456 +6,336	+11%	+$147K	1.41%	21
2025 Q1	$1.31M	Buy	55,120 +3,684	+7%	+$86.9K	1.48%	20
2024 Q4	$1.2M	Buy	+51,436	New	+$1.27M	1.32%	21

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

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

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

First Financial Group's DFAR Position: Q3 2026 in Review

First Financial Group increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 1.1% in Q3 2026, buying an estimated $20.2K and bringing the position to 69,550 shares worth $1.68M. The position accounts for 1.28% of the portfolio, ranked #21.

First Financial Group first reported a position in DFAR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.8M in Q2 2026. 94 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

First Financial Group held 69,550 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.68M as of Q3 2026.
First Financial Group bought 774 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $20.2K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 1.28% of First Financial Group's portfolio in Q3 2026, its #21 holding.
First Financial Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
First Financial Group's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.8M in Q2 2026.
94 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on First Financial Group's 13F filing for Q3 2026, filed 22 Oct 2026.