Phillips Financial Management
DFAR icon

Phillips Financial Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Phillips Financial 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
-657,049
Closed -$17.2M – 284
2026
Q2 		$17.2M Sell
657,049
-37,903
-5% -$974K 1.26% 19
2026
Q1 		$16.4M Sell
694,952
-54,805
-7% -$1.32M 1.19% 23
2025
Q4 		$17.2M Buy
749,757
+53,570
+8% +$1.25M 1.11% 23
2025
Q3 		$16.6M Buy
696,187
+68,948
+11% +$1.63M 1.1% 23
2025
Q2 		$14.7M Buy
627,239
+25,352
+4% +$589K 1.07% 24
2025
Q1 		$14.3M Buy
601,887
+42,722
+8% +$1.01M 1.11% 25
2024
Q4 		$13M Buy
559,165
+87,431
+19% +$2.16M 1.02% 27
2024
Q3 		$12.1M Buy
471,734
+35,091
+8% +$850K 0.94% 32
2024
Q2 		$9.6M Buy
436,643
+40,341
+10% +$866K 0.8% 32
2024
Q1 		$8.87M Buy
396,302
+35,995
+10% +$793K 0.73% 35
2023
Q4 		$8.19M Buy
360,307
+16,876
+5% +$346K 0.71% 36
2023
Q3 		$6.7M Buy
343,431
+56,885
+20% +$1.21M 0.64% 38
2023
Q2 		$6.17M Buy
286,546
+44,264
+18% +$936K 0.57% 43
2023
Q1 		$5.21M Buy
242,282
+17,640
+8% +$388K 0.5% 46
2022
Q4 		$4.75M Buy
224,642
+135,004
+151% +$2.86M 0.48% 47
2022
Q3 		$1.84M Buy
89,638
+56,266
+169% +$1.34M 0.2% 73
2022
Q2 		$771K Buy
+33,372
New +$835K 0.08% 88

Other funds holding DFAR

FW
Fidato Wealth Middleburg Heights, Ohio $184M AUM 10.79% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
VAG
Vannoy Advisory Group Austin, Texas $173M AUM 12.55% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Phillips Financial Management's DFAR Position: Q3 2026 in Review

Phillips Financial Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2026, closing a stake of 657,049 shares — an estimated $17.2M sold.

Phillips Financial Management first reported a position in DFAR in Q2 2022 and held it in 17 quarters. The position peaked at $17.2M in Q2 2026. 42 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

  • Phillips Financial Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • Phillips Financial Management sold 657,049 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $17.2M.
  • Phillips Financial Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2022 and held it in 17 quarters.
  • Phillips Financial Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $17.2M in Q2 2026.
  • 42 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.