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

Fonville 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	$334K	Sell	12,762 -3,730	-23%	-$95.9K	0.05%	116
2026 Q1	$390K	Sell	16,492 -3,053	-16%	-$73.4K	0.07%	97
2025 Q4	$448K	Sell	19,545 -768	-4%	-$18K	0.09%	93
2025 Q3	$484K	Sell	20,313 -46	-0.2%	-$1.08K	0.11%	90
2025 Q2	$478K	Sell	20,359 -117	-0.6%	-$2.72K	0.12%	82
2025 Q1	$487K	Sell	20,476 -178	-0.9%	-$4.2K	0.14%	76
2024 Q4	$481K	Sell	20,654 -429	-2%	-$10.6K	0.16%	72
2024 Q3	$541K	Sell	21,083 -82	-0.4%	-$1.99K	0.19%	66
2024 Q2	$468K	Sell	21,165 -756	-3%	-$16.2K	0.19%	67
2024 Q1	$490K	Sell	21,921 -1,021	-4%	-$22.5K	0.22%	65
2023 Q4	$522K	Buy	+22,942	New	+$470K	0.28%	61

Other funds holding DFAR

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

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

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

EGWAG

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

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

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

Fonville Wealth Management reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 23% in Q2 2026, selling an estimated $95.9K and leaving 12,762 shares worth $334K. The position accounts for 0.05% of the portfolio, ranked #116.

Fonville Wealth Management first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $541K in Q3 2024. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Fonville Wealth Management held 12,762 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $334K as of Q2 2026.
Fonville Wealth Management sold 3,730 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $95.9K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.05% of Fonville Wealth Management's portfolio in Q2 2026, its #116 holding.
Fonville Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
Fonville Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $541K in Q3 2024.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

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