FWMP
DFAR icon

Foundation Wealth Management (Pennsylvania)’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Foundation Wealth Management (Pennsylvania)’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
2025
Q3 		– Sell
-11,311
Closed -$265K – 95
2025
Q2 		$265K Sell
11,311
-5,380
-32% -$125K 0.11% 76
2025
Q1 		$397K Sell
16,691
-349
-2% -$8.23K 0.19% 59
2024
Q4 		$397K Buy
+17,040
New +$422K 0.19% 59

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s DFAR Position: Q3 2025 in Review

Foundation Wealth Management (Pennsylvania) sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2025, closing a stake of 11,311 shares — an estimated $265K sold.

Foundation Wealth Management (Pennsylvania) first reported a position in DFAR in Q4 2024 and held it in 3 quarters. The position peaked at $397K in Q1 2025. 259 funds tracked by Wall St. Rank hold DFAR as of Q3 2025.

  • Foundation Wealth Management (Pennsylvania) reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q3 2025 after selling out during the quarter.
  • Foundation Wealth Management (Pennsylvania) sold 11,311 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2025, an estimated $265K.
  • Foundation Wealth Management (Pennsylvania) first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and held it in 3 quarters.
  • Foundation Wealth Management (Pennsylvania)'s DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $397K in Q1 2025.
  • 259 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2025.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q3 2025, filed 21 Oct 2025.