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RCS Financial Planning’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

RCS Financial Planning’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 		$1.95M Buy
80,667
+10,881
+16% +$285K 1.06% 23
2026
Q2 		$1.83M Buy
69,786
+1,368
+2% +$35.2K 0.86% 20
2026
Q1 		$1.62M Sell
68,418
-491
-0.7% -$11.8K 0.84% 20
2025
Q4 		$1.58M Buy
68,909
+275
+0.4% +$6.44K 0.68% 33
2025
Q3 		$1.64M Sell
68,634
-2,512
-4% -$59.2K 0.72% 29
2025
Q2 		$1.67M Sell
71,146
-8,873
-11% -$206K 0.83% 26
2025
Q1 		$1.9M Buy
80,019
+940
+1% +$22.2K 1% 24
2024
Q4 		$1.84M Sell
79,079
-19,063
-19% -$472K 0.98% 25
2024
Q3 		$2.52M Sell
98,142
-462
-0.5% -$11.2K 1.4% 18
2024
Q2 		$2.18M Buy
98,604
+30,872
+46% +$663K 1.28% 19
2024
Q1 		$1.52M Sell
67,732
-14,116
-17% -$311K 0.93% 27
2023
Q4 		$1.86M Buy
81,848
+730
+0.9% +$15K 1.22% 17
2023
Q3 		$1.58M Buy
81,118
+11,385
+16% +$241K 1.21% 19
2023
Q2 		$1.5M Buy
69,733
+5,171
+8% +$109K 1.24% 18
2023
Q1 		$1.39M Buy
64,562
+8,979
+16% +$197K 1.23% 20
2022
Q4 		$1.18M Buy
+55,583
New +$1.18M 1.14% 21

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

RCS Financial Planning's DFAR Position: Q3 2026 in Review

RCS Financial Planning increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 16% in Q3 2026, buying an estimated $285K and bringing the position to 80,667 shares worth $1.95M. The position accounts for 1.06% of the portfolio, ranked #23.

RCS Financial Planning first reported a position in DFAR in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.52M in Q3 2024. 42 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

  • RCS Financial Planning held 80,667 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.95M as of Q3 2026.
  • RCS Financial Planning bought 10,881 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $285K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 1.06% of RCS Financial Planning's portfolio in Q3 2026, its #23 holding.
  • RCS Financial Planning first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 16 quarters since.
  • RCS Financial Planning's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $2.52M in Q3 2024.
  • 42 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.