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

Modera 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	$4.51M	Sell	186,497 -21,117	-10%	-$552K	0.05%	198
2026 Q2	$5.43M	Buy	207,614 +198,109	+2,084%	+$5.09M	0.06%	178
2026 Q1	$225K	Hold	9,505	–	–	﹤0.01%	589
2025 Q4	$218K	Sell	9,505 -5,604	-37%	-$131K	﹤0.01%	605
2025 Q3	$360K	Hold	15,109	–	–	﹤0.01%	507
2025 Q2	$354K	Buy	15,109 +44	+0.3%	+$1.02K	﹤0.01%	503
2025 Q1	$358K	Sell	15,065 -2,154	-13%	-$50.8K	﹤0.01%	482
2024 Q4	$401K	Buy	+17,219	New	+$426K	﹤0.01%	470
2024 Q2	–	Sell	-12,266	Closed	-$274K	–	576
2024 Q1	$274K	Buy	12,266 +1	+0%	+$22	﹤0.01%	497
2023 Q4	$279K	Buy	12,265 +9	+0.1%	+$184	﹤0.01%	482
2023 Q3	$239K	Sell	12,256 -528	-4%	-$11.2K	﹤0.01%	492
2023 Q2	$275K	Sell	12,784 -380	-3%	-$8.04K	0.01%	476
2023 Q1	$283K	Sell	13,164 -508	-4%	-$11.2K	0.01%	293
2022 Q4	$289K	Buy	+13,672	New	+$290K	0.01%	288

Other funds holding DFAR

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Burton Enright Welch Walnut Creek, California $932M AUM 15.16% 1-Year Est. Return

Wealth Dimensions Group Cincinnati, Ohio $590M AUM 14.89% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return

United Wealth Management Charlottesville, Virginia $378M AUM 10.8% 1-Year Est. Return

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

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

Modera Wealth Management reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 10% in Q3 2026, selling an estimated $552K and leaving 186,497 shares worth $4.51M. The position accounts for 0.05% of the portfolio, ranked #198.

Modera Wealth Management first reported a position in DFAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.43M in Q2 2026. 152 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

Modera Wealth Management held 186,497 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $4.51M as of Q3 2026.
Modera Wealth Management sold 21,117 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $552K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.05% of Modera Wealth Management's portfolio in Q3 2026, its #198 holding.
Modera Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 14 quarters since.
Modera Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $5.43M in Q2 2026.
152 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.