Infinity Wealth Counsel’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Infinity Wealth Counsel’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	–	Sell	-58,148	Closed	-$1.52M	–	65
2026 Q2	$1.52M	Buy	58,148 +2,830	+5%	+$72.7K	1.23%	31
2026 Q1	$1.31M	Buy	55,318 +1,320	+2%	+$31.7K	1.2%	31
2025 Q4	$1.24M	Buy	53,998 +14,690	+37%	+$344K	1.13%	30
2025 Q3	$937K	Buy	39,308 +825	+2%	+$19.4K	0.91%	33
2025 Q2	$903K	Buy	38,483 +1,510	+4%	+$35.1K	0.91%	32
2025 Q1	$879K	Buy	36,973 +2,335	+7%	+$55.1K	0.95%	32
2024 Q4	$806K	Buy	+34,638	New	+$858K	0.86%	32

Other funds holding DFAR

Fidato Wealth Middleburg Heights, Ohio $184M AUM 10.79% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

VAG

Vannoy Advisory Group Austin, Texas $173M AUM 12.55% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Infinity Wealth Counsel's DFAR Position: Q3 2026 in Review

Infinity Wealth Counsel sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2026, closing a stake of 58,148 shares — an estimated $1.52M sold.

Infinity Wealth Counsel first reported a position in DFAR in Q4 2024 and held it in 7 quarters. The position peaked at $1.52M in Q2 2026. 42 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

Infinity Wealth Counsel reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Infinity Wealth Counsel sold 58,148 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.52M.
Infinity Wealth Counsel first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and held it in 7 quarters.
Infinity Wealth Counsel's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.52M in Q2 2026.
42 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Infinity Wealth Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.