M Holdings Securities
DFAR icon

M Holdings Securities’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

M Holdings Securities’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 		$3.75M Sell
146,431
-29,990
-17% -$784K 0.23% 72
2026
Q2 		$4.7M Sell
176,421
-12,973
-7% -$333K 0.64% 27
2026
Q1 		$4.85M Buy
189,394
+11,002
+6% +$265K 0.33% 56
2025
Q4 		$4.08M Buy
178,392
+139,725
+361% +$3.27M 0.29% 62
2025
Q3 		$922K Buy
38,667
+919
+2% +$21.7K 0.19% 61
2025
Q2 		$880K Buy
+37,748
New +$876K 0.15% 97

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
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
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Rather & Kittrell
Rather & Kittrell Knoxville, Tennessee $740M AUM 7.58% 1-Year Est. Return
Burton Enright Welch
Burton Enright Welch Walnut Creek, California $932M AUM 15.16% 1-Year Est. Return
Wealth Dimensions Group
Wealth Dimensions Group Cincinnati, Ohio $590M AUM 14.89% 1-Year Est. Return

M Holdings Securities's DFAR Position: Q3 2026 in Review

M Holdings Securities reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 17% in Q3 2026, selling an estimated $784K and leaving 146,431 shares worth $3.75M. The position accounts for 0.23% of the portfolio, ranked #72.

M Holdings Securities first reported a position in DFAR in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.85M in Q1 2026. 195 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

  • M Holdings Securities held 146,431 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $3.75M as of Q3 2026.
  • M Holdings Securities sold 29,990 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $784K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.23% of M Holdings Securities's portfolio in Q3 2026, its #72 holding.
  • M Holdings Securities first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2025 and has held it in 6 quarters since.
  • M Holdings Securities's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $4.85M in Q1 2026.
  • 195 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on M Holdings Securities's 13F filing for Q3 2026, filed 3 Nov 2026.