Pacific Asset Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Pacific Asset 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	–	Sell	-109,022	Closed	-$2.85M	–	81
2026 Q2	$2.85M	Buy	109,022 +5,299	+5%	+$136K	1.4%	15
2026 Q1	$2.45M	Buy	103,723 +15,980	+18%	+$384K	1.37%	16
2025 Q4	$2.01M	Buy	87,743 +3,961	+5%	+$92.8K	1.21%	21
2025 Q3	$2M	Buy	83,782 +4,474	+6%	+$105K	1.36%	18
2025 Q2	$1.86M	Buy	79,308 +3,110	+4%	+$72.2K	1.5%	15
2025 Q1	$1.81M	Buy	76,198 +7,543	+11%	+$178K	1.62%	15
2024 Q4	$1.6M	Buy	+68,655	New	+$1.7M	1.5%	17

Other funds holding DFAR

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Pacific Asset Management's DFAR Position: Q3 2026 in Review

Pacific Asset Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2026, closing a stake of 109,022 shares — an estimated $2.85M sold.

Pacific Asset Management first reported a position in DFAR in Q4 2024 and held it in 7 quarters. The position peaked at $2.85M in Q2 2026. 67 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

Pacific Asset Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Pacific Asset Management sold 109,022 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $2.85M.
Pacific Asset Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and held it in 7 quarters.
Pacific Asset Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $2.85M in Q2 2026.
67 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

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