GEN Financial Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

GEN Financial 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 Q3	$2.97M	Buy	123,012 +52,282	+74%	+$1.37M	1.61%	10
2026 Q2	$1.85M	Buy	70,730 +48,764	+222%	+$1.25M	1.11%	12
2026 Q1	$520K	Buy	+21,966	New	+$528K	0.32%	33

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

Wealth Dimensions Group Cincinnati, Ohio $590M AUM 14.89% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 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

GEN Financial Management's DFAR Position: Q3 2026 in Review

GEN Financial Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 74% in Q3 2026, buying an estimated $1.37M and bringing the position to 123,012 shares worth $2.97M. The position accounts for 1.61% of the portfolio, ranked #10.

GEN Financial Management first reported a position in DFAR in Q1 2026 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

GEN Financial Management held 123,012 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $2.97M as of Q3 2026.
GEN Financial Management bought 52,282 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.37M.
DFA Real Estate Securities Portfolio ETF Class Shares made up 1.61% of GEN Financial Management's portfolio in Q3 2026, its #10 holding.
GEN Financial Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2026 and has held it in 3 quarters since.
104 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on GEN Financial Management's 13F filing for Q3 2026, filed 13 Oct 2026.