Physician Wealth Advisors
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Physician Wealth Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Physician Wealth Advisors’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 		$255K Buy
10,537
+58
+0.6% +$1.52K 0.03% 186
2026
Q2 		$274K Sell
10,479
-1,825
-15% -$46.9K 0.03% 173
2026
Q1 		$291K Sell
12,304
-37
-0.3% -$890 0.04% 152
2025
Q4 		$283K Buy
12,341
+389
+3% +$9.11K 0.04% 146
2025
Q3 		$285K Buy
11,952
+232
+2% +$5.47K 0.04% 146
2025
Q2 		$275K Sell
11,720
-258
-2% -$5.99K 0.04% 147
2025
Q1 		$285K Buy
11,978
+598
+5% +$14.1K 0.05% 142
2024
Q4 		$265K Sell
11,380
-101
-0.9% -$2.5K 0.04% 149
2024
Q3 		$291K Buy
11,481
+1,520
+15% +$36.8K 0.05% 136
2024
Q2 		$233K Sell
9,961
-290
-3% -$6.23K 0.04% 157
2024
Q1 		$211K Buy
+10,251
New +$226K 0.04% 162

Other funds holding DFAR

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Fidato Wealth
Fidato Wealth Middleburg Heights, Ohio $184M AUM 10.79% 1-Year Est. Return
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
Onyx Financial Advisors
Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
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

Physician Wealth Advisors's DFAR Position: Q3 2026 in Review

Physician Wealth Advisors increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.55% in Q3 2026, buying an estimated $1.52K and bringing the position to 10,537 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #186.

Physician Wealth Advisors first reported a position in DFAR in Q1 2024 and has held it in 11 quarters since. The position peaked at $291K in Q3 2024. 75 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

  • Physician Wealth Advisors held 10,537 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $255K as of Q3 2026.
  • Physician Wealth Advisors bought 58 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.52K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.03% of Physician Wealth Advisors's portfolio in Q3 2026, its #186 holding.
  • Physician Wealth Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2024 and has held it in 11 quarters since.
  • Physician Wealth Advisors's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $291K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.