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

Mission 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	$853K	Sell	35,315 -3,241	-8%	-$84.7K	0.01%	399
2026 Q2	$1.01M	Buy	38,556 +10,298	+36%	+$265K	0.01%	478
2026 Q1	$668K	Sell	28,258 -729	-3%	-$17.5K	0.01%	416
2025 Q4	$664K	Buy	28,987 +17,974	+163%	+$421K	0.01%	421
2025 Q3	$263K	Sell	11,013 -1,088	-9%	-$25.7K	0.01%	619
2025 Q2	$284K	Buy	+12,101	New	+$281K	0.01%	591
2025 Q1	–	Sell	-10,071	Closed	-$234K	–	682
2024 Q4	$234K	Buy	10,071 +14	+0.1%	+$347	0.01%	588
2024 Q3	$258K	Sell	10,057 -499	-5%	-$12.1K	0.01%	575
2024 Q2	$233K	Sell	10,556 -2,631	-20%	-$56.5K	0.01%	580
2024 Q1	$295K	Buy	13,187 +93	+0.7%	+$2.05K	0.01%	563
2023 Q4	$298K	Buy	+13,094	New	+$268K	0.01%	471
2022 Q4	–	Sell	-10,230	Closed	-$210K	–	528
2022 Q3	$210K	Buy	+10,230	New	+$243K	0.01%	456

Other funds holding DFAR

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

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

Fidato Wealth Middleburg Heights, Ohio $184M AUM 10.79% 1-Year Est. Return

Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return

Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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

Mission Wealth Management reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 8.4% in Q3 2026, selling an estimated $84.7K and leaving 35,315 shares worth $853K. The position accounts for 0.01% of the portfolio, ranked #399.

Mission Wealth Management first reported a position in DFAR in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.01M in Q2 2026. 83 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

Mission Wealth Management held 35,315 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $853K as of Q3 2026.
Mission Wealth Management sold 3,241 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $84.7K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #399 holding.
Mission Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2022 and has held it in 12 quarters since.
Mission Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.01M in Q2 2026.
83 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.