Helen Stephens Group
DFAR icon

Helen Stephens Group’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Helen Stephens Group’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 		$10.4M Sell
430,599
-7,852
-2% -$205K 1.66% 17
2026
Q2 		$11.5M Buy
438,451
+48,797
+13% +$1.25M 1.95% 11
2026
Q1 		$9.22M Buy
389,654
+12,116
+3% +$291K 1.84% 12
2025
Q4 		$8.65M Buy
377,538
+30,290
+9% +$709K 1.82% 12
2025
Q3 		$8.28M Buy
347,248
+10,658
+3% +$251K 1.84% 13
2025
Q2 		$7.9M Sell
336,590
-6,505
-2% -$151K 1.96% 12
2025
Q1 		$8.16M Buy
343,095
+14,337
+4% +$338K 2.31% 11
2024
Q4 		$7.65M Sell
328,758
-51,897
-14% -$1.28M 2.27% 11
2024
Q3 		$9.8M Buy
380,655
+50,465
+15% +$1.22M 2.96% 10
2024
Q2 		$7.3M Buy
330,190
+65,037
+25% +$1.4M 2.52% 11
2024
Q1 		$5.93M Buy
265,153
+90,175
+52% +$1.99M 2.29% 14
2023
Q4 		$3.98M Buy
174,978
+26,388
+18% +$541K 1.78% 14
2023
Q3 		$2.9M Buy
148,590
+16,357
+12% +$347K 1.5% 17
2023
Q2 		$2.85M Buy
132,233
+28,263
+27% +$598K 1.44% 19
2023
Q1 		$2.23M Buy
103,970
+25,144
+32% +$553K 1.16% 23
2022
Q4 		$1.67M Buy
78,826
+64,807
+462% +$1.37M 0.99% 24
2022
Q3 		$288K Buy
+14,019
New +$333K 0.2% 53

Other funds holding DFAR

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
United Wealth Management
United Wealth Management Charlottesville, Virginia $378M AUM 10.8% 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
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Helen Stephens Group's DFAR Position: Q3 2026 in Review

Helen Stephens Group reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 1.8% in Q3 2026, selling an estimated $205K and leaving 430,599 shares worth $10.4M. The position accounts for 1.66% of the portfolio, ranked #17.

Helen Stephens Group first reported a position in DFAR in Q3 2022 and has held it in 17 quarters since. The position peaked at $11.5M in Q2 2026. 94 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

  • Helen Stephens Group held 430,599 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $10.4M as of Q3 2026.
  • Helen Stephens Group sold 7,852 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $205K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 1.66% of Helen Stephens Group's portfolio in Q3 2026, its #17 holding.
  • Helen Stephens Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2022 and has held it in 17 quarters since.
  • Helen Stephens Group's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $11.5M in Q2 2026.
  • 94 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.