Forvis Mazars Wealth Advisors
DFAR icon

Forvis Mazars Wealth Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Forvis Mazars Wealth Advisors’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 		$1.27M Sell
52,507
-3,714
-7% -$97.1K 0.02% 203
2026
Q2 		$1.47M Sell
56,221
-3,312
-6% -$85.1K 0.02% 189
2026
Q1 		$1.41M Sell
59,533
-6,219
-9% -$150K 0.03% 182
2025
Q4 		$1.51M Sell
65,752
-18,654
-22% -$437K 0.03% 175
2025
Q3 		$2.01M Sell
84,406
-38,183
-31% -$900K 0.04% 156
2025
Q2 		$2.88M Sell
122,589
-51,954
-30% -$1.21M 0.06% 125
2025
Q1 		$4.15M Sell
174,543
-94,071
-35% -$2.22M 0.1% 97
2024
Q4 		$6.25M Sell
268,614
-110,887
-29% -$2.75M 0.14% 78
2024
Q3 		$9.7M Sell
379,501
-137,449
-27% -$3.33M 0.22% 60
2024
Q2 		$11.4M Sell
516,950
-74,757
-13% -$1.61M 0.29% 49
2024
Q1 		$13.2M Buy
591,707
+8,609
+1% +$190K 0.34% 47
2023
Q4 		$13.3M Buy
583,098
+23,529
+4% +$482K 0.37% 43
2023
Q3 		$10.9M Buy
559,569
+97,020
+21% +$2.06M 0.33% 50
2023
Q2 		$10M Buy
462,549
+97,287
+27% +$2.06M 0.29% 61
2023
Q1 		$7.85M Buy
365,262
+59,670
+20% +$1.31M 0.26% 64
2022
Q4 		$6.46M Buy
305,592
+115,942
+61% +$2.46M 0.23% 72
2022
Q3 		$3.9M Buy
189,650
+111,142
+142% +$2.64M 0.16% 90
2022
Q2 		$1.81M Buy
+78,508
New +$1.96M 0.07% 134

Other funds holding DFAR

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Fidato Wealth
Fidato Wealth Middleburg Heights, Ohio $184M AUM 10.79% 1-Year Est. Return
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
Onyx Financial Advisors
Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Forvis Mazars Wealth Advisors's DFAR Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 6.6% in Q3 2026, selling an estimated $97.1K and leaving 52,507 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #203.

Forvis Mazars Wealth Advisors first reported a position in DFAR in Q2 2022 and has held it in 18 quarters since. The position peaked at $13.3M in Q4 2023. 58 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 52,507 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.27M as of Q3 2026.
  • Forvis Mazars Wealth Advisors sold 3,714 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $97.1K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #203 holding.
  • Forvis Mazars Wealth Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2022 and has held it in 18 quarters since.
  • Forvis Mazars Wealth Advisors's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $13.3M in Q4 2023.
  • 58 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.