McIlrath & Eck’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

McIlrath & Eck’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 Q1	$5.08K	Sell	215 -4,000	-95%	-$96.2K	﹤0.01%	1222
2025 Q4	$96.5K	Hold	4,215	–	–	0.01%	248
2025 Q3	$101K	Hold	4,215	–	–	0.01%	216
2025 Q2	$98.9K	Hold	4,215	–	–	0.01%	204
2025 Q1	$100K	Hold	4,215	–	–	0.01%	201
2024 Q4	$98.1K	Hold	4,215	–	–	0.01%	196
2024 Q3	$108K	Hold	4,215	–	–	0.01%	182
2024 Q2	$93.2K	Hold	4,215	–	–	0.01%	189
2024 Q1	$94.3K	Hold	4,215	–	–	0.01%	183
2023 Q4	$95.8K	Buy	4,215 +4,000	+1,860%	+$81.9K	0.02%	172
2023 Q3	$4.2K	Hold	215	–	–	﹤0.01%	687
2023 Q2	$4.63K	Hold	215	–	–	﹤0.01%	684
2023 Q1	$4.62K	Buy	+215	New	+$4.73K	﹤0.01%	680

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

McIlrath & Eck's DFAR Position: Q1 2026 in Review

McIlrath & Eck reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 95% in Q1 2026, selling an estimated $96.2K and leaving 215 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

McIlrath & Eck first reported a position in DFAR in Q1 2023 and has held it in 13 quarters since. The position peaked at $108K in Q3 2024. 289 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

McIlrath & Eck held 215 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $5.08K as of Q1 2026.
McIlrath & Eck sold 4,000 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q1 2026, an estimated $96.2K.
DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1222 holding.
McIlrath & Eck first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2023 and has held it in 13 quarters since.
McIlrath & Eck's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $108K in Q3 2024.
289 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.