Pinnacle Bancorp’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Pinnacle Bancorp’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	-90	Closed	-$2.35K	–	930
2026 Q2	$2.35K	Hold	90	–	–	﹤0.01%	891
2026 Q1	$2.13K	Hold	90	–	–	﹤0.01%	861
2025 Q4	$2.06K	Hold	90	–	–	﹤0.01%	847
2025 Q3	$2.15K	Hold	90	–	–	﹤0.01%	878
2025 Q2	$2.11K	Hold	90	–	–	﹤0.01%	863
2025 Q1	$2.14K	Hold	90	–	–	﹤0.01%	852
2024 Q4	$2.09K	Hold	90	–	–	﹤0.01%	851
2024 Q3	$2.31K	Hold	90	–	–	﹤0.01%	842
2024 Q2	$1.99K	Hold	90	–	–	﹤0.01%	824
2024 Q1	$2.01K	Buy	+90	New	+$1.98K	﹤0.01%	802

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

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

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Pinnacle Bancorp's DFAR Position: Q3 2026 in Review

Pinnacle Bancorp sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2026, closing a stake of 90 shares — an estimated $2.35K sold.

Pinnacle Bancorp first reported a position in DFAR in Q1 2024 and held it in 10 quarters. The position peaked at $2.35K in Q2 2026. 60 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

Pinnacle Bancorp reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Pinnacle Bancorp sold 90 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $2.35K.
Pinnacle Bancorp first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2024 and held it in 10 quarters.
Pinnacle Bancorp's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $2.35K in Q2 2026.
60 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.