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

PBMares 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
2025 Q3	$5.13M	Buy	215,273 +20,069	+10%	+$473K	0.83%	23
2025 Q2	$4.58M	Sell	195,204 -5,209	-3%	-$121K	0.84%	24
2025 Q1	$4.76M	Sell	200,413 -25,073	-11%	-$591K	0.95%	22
2024 Q4	$5.25M	Buy	225,486 +7,502	+3%	+$186K	1.07%	20
2024 Q3	$5.59M	Buy	217,984 +30,842	+16%	+$747K	1.17%	20
2024 Q2	$4.14M	Buy	187,142 +26,642	+17%	+$572K	1.02%	21
2024 Q1	$3.59M	Buy	160,500 +30,048	+23%	+$662K	0.93%	22
2023 Q4	$2.97M	Buy	130,452 +40,118	+44%	+$822K	0.89%	21
2023 Q3	$1.76M	Buy	90,334 +6,795	+8%	+$144K	0.64%	27
2023 Q2	$1.8M	Buy	83,539 +10,117	+14%	+$214K	0.64%	26
2023 Q1	$1.58M	Sell	73,422 -774	-1%	-$17K	0.59%	29
2022 Q4	$1.57M	Buy	+74,196	New	+$1.57M	0.64%	28

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

PBMares Wealth Management's DFAR Position: Q3 2025 in Review

PBMares Wealth Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 10% in Q3 2025, buying an estimated $473K and bringing the position to 215,273 shares worth $5.13M. The position accounts for 0.83% of the portfolio, ranked #23.

PBMares Wealth Management first reported a position in DFAR in Q4 2022 and has held it in 12 quarters since. The position peaked at $5.59M in Q3 2024. 259 funds tracked by Wall St. Rank hold DFAR as of Q3 2025.

PBMares Wealth Management held 215,273 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $5.13M as of Q3 2025.
PBMares Wealth Management bought 20,069 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2025, an estimated $473K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.83% of PBMares Wealth Management's portfolio in Q3 2025, its #23 holding.
PBMares Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 12 quarters since.
PBMares Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $5.59M in Q3 2024.
259 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.