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

Sax 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 		$2.41M Buy
99,612
+17,027
+21% +$445K 0.07% 169
2026
Q2 		$1.95M Buy
82,585
+57,571
+230% +$1.48M 0.08% 151
2026
Q1 		$573K Hold
25,014
– – 0.03% 267
2025
Q4 		$573K Sell
25,014
-2,895
-10% -$67.8K 0.03% 275
2025
Q3 		$666K Sell
27,909
-9,254
-25% -$218K 0.04% 231
2025
Q2 		$872K Sell
37,163
-57,307
-61% -$1.33M 0.05% 188
2025
Q1 		$2.25M Sell
94,470
-9,183
-9% -$217K 0.16% 85
2024
Q4 		$2.41M Sell
103,653
-9,255
-8% -$229K 0.19% 65
2024
Q3 		$2.89M Sell
112,908
-1,466
-1% -$35.5K 0.26% 49
2024
Q2 		$2.53M Sell
114,374
-49,824
-30% -$1.07M 0.24% 55
2024
Q1 		$3.67M Sell
164,198
-11,030
-6% -$243K 0.43% 30
2023
Q4 		$3.98M Buy
175,228
+93,428
+114% +$1.91M 0.65% 29
2023
Q3 		$1.6M Buy
81,800
+34,628
+73% +$734K 0.31% 52
2023
Q2 		$1.02M Buy
47,172
+34,595
+275% +$731K 0.2% 65
2023
Q1 		$270K Buy
+12,577
New +$277K 0.06% 143

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

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

Sax Wealth Advisors increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 21% in Q3 2026, buying an estimated $445K and bringing the position to 99,612 shares worth $2.41M. The position accounts for 0.07% of the portfolio, ranked #169.

Sax Wealth Advisors first reported a position in DFAR in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.98M in Q4 2023. 67 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

  • Sax Wealth Advisors held 99,612 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $2.41M as of Q3 2026.
  • Sax Wealth Advisors bought 17,027 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $445K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.07% of Sax Wealth Advisors's portfolio in Q3 2026, its #169 holding.
  • Sax Wealth Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2023 and has held it in 15 quarters since.
  • Sax Wealth Advisors's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $3.98M in Q4 2023.
  • 67 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

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