FWM
DFAR icon

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

FMB Wealth Management’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
Q2 		$2.52M Buy
96,325
+2,008
+2% +$51.6K 0.93% 25
2026
Q1 		$2.23M Buy
94,317
+6,353
+7% +$153K 0.92% 25
2025
Q4 		$2.01M Buy
87,964
+1,970
+2% +$46.1K 0.79% 25
2025
Q3 		$2.05M Buy
85,994
+15,368
+22% +$362K 0.87% 24
2025
Q2 		$1.66M Buy
70,626
+17,256
+32% +$401K 0.79% 27
2025
Q1 		$1.27M Buy
53,370
+5,170
+11% +$122K 0.7% 27
2024
Q4 		$1.12M Buy
48,200
+2,265
+5% +$56.1K 0.63% 28
2024
Q3 		$1.18M Buy
45,935
+7,254
+19% +$176K 0.67% 30
2024
Q2 		$855K Buy
38,681
+6,786
+21% +$146K 0.65% 30
2024
Q1 		$714K Buy
31,895
+1,705
+6% +$37.6K 0.57% 33
2023
Q4 		$687K Buy
30,190
+18,325
+154% +$375K 0.63% 31
2023
Q3 		$232K Buy
11,865
+914
+8% +$19.4K 0.25% 45
2023
Q2 		$236K Buy
+10,951
New +$232K 0.25% 48

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

FMB Wealth Management's DFAR Position: Q2 2026 in Review

FMB Wealth Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 2.1% in Q2 2026, buying an estimated $51.6K and bringing the position to 96,325 shares worth $2.52M. The position accounts for 0.93% of the portfolio, ranked #25.

FMB Wealth Management first reported a position in DFAR in Q2 2023 and has held it in 13 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • FMB Wealth Management held 96,325 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $2.52M as of Q2 2026.
  • FMB Wealth Management bought 2,008 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $51.6K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.93% of FMB Wealth Management's portfolio in Q2 2026, its #25 holding.
  • FMB Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2023 and has held it in 13 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.