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

Northwest 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
Q2 		$399K Hold
15,265
– – 0.05% 161
2026
Q1 		$361K Sell
15,265
-837
-5% -$20.1K 0.05% 157
2025
Q4 		$369K Buy
16,102
+295
+2% +$6.91K 0.06% 156
2025
Q3 		$377K Buy
15,807
+46
+0.3% +$1.08K 0.06% 133
2025
Q2 		$370K Sell
15,761
-1,166
-7% -$27.1K 0.07% 125
2025
Q1 		$402K Sell
16,927
-117
-0.7% -$2.76K 0.08% 108
2024
Q4 		$397K Buy
17,044
+30
+0.2% +$743 0.08% 107
2024
Q3 		$436K Sell
17,014
-520
-3% -$12.6K 0.1% 102
2024
Q2 		$388K Sell
17,534
-1,924
-10% -$41.3K 0.1% 104
2024
Q1 		$435K Buy
19,458
+330
+2% +$7.27K 0.12% 101
2023
Q4 		$435K Buy
19,128
+406
+2% +$8.32K 0.13% 96
2023
Q3 		$365K Sell
18,722
-149
-0.8% -$3.16K 0.13% 102
2023
Q2 		$406K Buy
18,871
+8,812
+88% +$186K 0.15% 97
2023
Q1 		$216K Sell
10,059
-68
-0.7% -$1.5K 0.08% 141
2022
Q4 		$214K Buy
+10,127
New +$215K 0.09% 130

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Northwest Wealth Management's DFAR Position: Q2 2026 in Review

Northwest Wealth Management held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q2 2026 at 15,265 shares worth $399K. The position accounts for 0.05% of the portfolio, ranked #161.

Northwest Wealth Management first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $436K in Q3 2024. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Northwest Wealth Management held 15,265 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $399K as of Q2 2026.
  • Northwest Wealth Management left its DFA Real Estate Securities Portfolio ETF Class Shares share count unchanged in Q2 2026.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.05% of Northwest Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Northwest Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • Northwest Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $436K in Q3 2024.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.