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

JDH 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
2026 Q3	–	Sell	-8,790	Closed	-$230K	–	61
2026 Q2	$230K	Sell	8,790 -1,384	-14%	-$35.6K	0.14%	52
2026 Q1	$241K	Sell	10,174 -1,840	-15%	-$44.2K	0.16%	46
2025 Q4	$275K	Sell	12,014 -14	-0.1%	-$328	0.19%	45
2025 Q3	$287K	Buy	12,028 +3	+0%	+$71	0.2%	43
2025 Q2	$282K	Sell	12,025 -336	-3%	-$7.8K	0.22%	40
2025 Q1	$294K	Buy	12,361 +1	+0%	+$24	0.25%	37
2024 Q4	$288K	Buy	+12,360	New	+$306K	0.25%	39

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $740M AUM 7.58% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

Burton Enright Welch Walnut Creek, California $932M AUM 15.16% 1-Year Est. Return

JDH Wealth Management's DFAR Position: Q3 2026 in Review

JDH Wealth Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2026, closing a stake of 8,790 shares — an estimated $230K sold.

JDH Wealth Management first reported a position in DFAR in Q4 2024 and held it in 7 quarters. The position peaked at $294K in Q1 2025. 222 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

JDH Wealth Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
JDH Wealth Management sold 8,790 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $230K.
JDH Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and held it in 7 quarters.
JDH Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $294K in Q1 2025.
222 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on JDH Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.