Mather Group
DFAR icon

Mather Group’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Mather Group’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 		$12.6K Hold
521
– – ﹤0.01% 1585
2026
Q2 		$13.6K Buy
+521
New +$13.4K ﹤0.01% 1423
2024
Q2 		– Sell
-376
Closed -$8.55K – 2219
2024
Q1 		$8.55K Buy
+376
New +$8.28K ﹤0.01% 1240

Other funds holding DFAR

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
Fidato Wealth
Fidato Wealth Middleburg Heights, Ohio $184M AUM 10.79% 1-Year Est. Return
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
Onyx Financial Advisors
Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Mather Group's DFAR Position: Q3 2026 in Review

Mather Group held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q3 2026 at 521 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Mather Group first reported a position in DFAR in Q1 2024 and has held it in 3 quarters since. The position peaked at $13.6K in Q2 2026. 59 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

  • Mather Group held 521 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $12.6K as of Q3 2026.
  • Mather Group left its DFA Real Estate Securities Portfolio ETF Class Shares share count unchanged in Q3 2026.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1585 holding.
  • Mather Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2024 and has held it in 3 quarters since.
  • Mather Group's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $13.6K in Q2 2026.
  • 59 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.