Kathleen S. Wright Associates
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Kathleen S. Wright Associates’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Kathleen S. Wright Associates’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 		$104K Buy
4,352
+2,017
+86% +$47.6K 0.04% 128
2025
Q2 		$54.8K Buy
2,335
+1,260
+117% +$29.3K 0.02% 145
2025
Q1 		$25.6K Hold
1,075
– – 0.01% 177
2024
Q4 		$25K Buy
1,075
+125
+13% +$3.1K 0.01% 181
2024
Q3 		$24.4K Hold
950
– – 0.01% 200
2024
Q2 		$21K Buy
950
+171
+22% +$3.67K 0.01% 170
2024
Q1 		$17.4K Buy
+779
New +$17.2K 0.01% 167

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HighTower Advisors
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Elwood & Goetz Wealth Advisory Group
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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 $257M AUM 14.41% 1-Year Est. Return
Rather & Kittrell
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Kathleen S. Wright Associates's DFAR Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 86% in Q3 2025, buying an estimated $47.6K and bringing the position to 4,352 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #128.

Kathleen S. Wright Associates first reported a position in DFAR in Q1 2024 and has held it in 7 quarters since. 259 funds tracked by Wall St. Rank hold DFAR as of Q3 2025.

  • Kathleen S. Wright Associates held 4,352 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $104K as of Q3 2025.
  • Kathleen S. Wright Associates bought 2,017 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2025, an estimated $47.6K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.04% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #128 holding.
  • Kathleen S. Wright Associates first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2024 and has held it in 7 quarters since.
  • 259 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.