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

Hemington 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
2025
Q3 		$11.1M Buy
465,050
+16,889
+4% +$398K 1.44% 14
2025
Q2 		$10.5M Sell
448,161
-27,678
-6% -$643K 1.52% 14
2025
Q1 		$11.3M Buy
475,839
+269,361
+130% +$6.35M 1.75% 14
2024
Q4 		$4.8M Buy
206,478
+30,956
+18% +$766K 1.21% 16
2024
Q3 		$4.34M Buy
175,522
+42,361
+32% +$1.03M 1.17% 18
2024
Q2 		$2.94M Buy
133,161
+37,836
+40% +$813K 0.99% 21
2024
Q1 		$2.13M Buy
95,325
+56,743
+147% +$1.25M 0.77% 24
2023
Q4 		$877K Buy
+38,582
New +$790K 0.34% 41

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
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
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
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Beaird Harris Wealth Management
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
Rather & Kittrell
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Hemington Wealth Management's DFAR Position: Q3 2025 in Review

Hemington Wealth Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 3.8% in Q3 2025, buying an estimated $398K and bringing the position to 465,050 shares worth $11.1M. The position accounts for 1.44% of the portfolio, ranked #14.

Hemington Wealth Management first reported a position in DFAR in Q4 2023 and has held it in 8 quarters since. The position peaked at $11.3M in Q1 2025. 259 funds tracked by Wall St. Rank hold DFAR as of Q3 2025.

  • Hemington Wealth Management held 465,050 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $11.1M as of Q3 2025.
  • Hemington Wealth Management bought 16,889 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2025, an estimated $398K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 1.44% of Hemington Wealth Management's portfolio in Q3 2025, its #14 holding.
  • Hemington Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and has held it in 8 quarters since.
  • Hemington Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $11.3M 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 Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.