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

PFG Private 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
Q4 		– Sell
-174,724
Closed -$4.17M – 94
2025
Q3 		$4.17M Buy
+174,724
New +$4.12M 1.86% 18

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
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
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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

PFG Private Wealth Management's DFAR Position: Q4 2025 in Review

PFG Private Wealth Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q4 2025, closing a stake of 174,724 shares — an estimated $4.17M sold.

PFG Private Wealth Management first reported a position in DFAR in Q3 2025 and held it in 1 quarter. The position peaked at $4.17M in Q3 2025. 284 funds tracked by Wall St. Rank hold DFAR as of Q4 2025.

  • PFG Private Wealth Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 174,724 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q4 2025, an estimated $4.17M.
  • PFG Private Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $4.17M in Q3 2025.
  • 284 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.