Monograph Wealth Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Monograph Wealth Advisors’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	$615K	Hold	25,460	–	–	0.05%	86
2026 Q2	$666K	Hold	25,460	–	–	0.05%	76
2026 Q1	$602K	Hold	25,460	–	–	0.06%	79
2025 Q4	$583K	Buy	25,460 +285	+1%	+$6.67K	0.06%	78
2025 Q3	$600K	Sell	25,175 -3,211	-11%	-$75.7K	0.06%	80
2025 Q2	$666K	Sell	28,386 -2,600	-8%	-$60.4K	0.08%	67
2025 Q1	$737K	Hold	30,986	–	–	0.1%	56
2024 Q4	$721K	Buy	30,986 +443	+1%	+$11K	0.1%	54
2024 Q3	$783K	Buy	30,543 +168	+0.6%	+$4.07K	0.1%	56
2024 Q2	$671K	Buy	+30,375	New	+$652K	0.1%	53

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Rather & Kittrell Knoxville, Tennessee $740M AUM 7.58% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $21.1B AUM 17.48% 1-Year Est. Return

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

Monograph Wealth Advisors's DFAR Position: Q3 2026 in Review

Monograph Wealth Advisors held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q3 2026 at 25,460 shares worth $615K. The position accounts for 0.05% of the portfolio, ranked #86.

Monograph Wealth Advisors first reported a position in DFAR in Q2 2024 and has held it in 10 quarters since. The position peaked at $783K in Q3 2024. 222 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

Monograph Wealth Advisors held 25,460 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $615K as of Q3 2026.
Monograph Wealth Advisors 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 0.05% of Monograph Wealth Advisors's portfolio in Q3 2026, its #86 holding.
Monograph Wealth Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2024 and has held it in 10 quarters since.
Monograph Wealth Advisors's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $783K in Q3 2024.
222 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Monograph Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.