SpringVest Wealth Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

SpringVest Wealth 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 Q2	$664K	Buy	25,382 +223	+0.9%	+$5.73K	0.42%	38
2026 Q1	$595K	Buy	25,159 +1,421	+6%	+$34.2K	0.41%	35
2025 Q4	$544K	Sell	23,738 -3,065	-11%	-$71.8K	0.38%	40
2025 Q3	$639K	Buy	26,803 +6,411	+31%	+$151K	0.47%	31
2025 Q2	$478K	Buy	20,392 +556	+3%	+$12.9K	0.39%	42
2025 Q1	$472K	Sell	19,836 -3,111	-14%	-$73.4K	0.39%	40
2024 Q4	$534K	Buy	+22,947	New	+$568K	0.46%	35

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

SpringVest Wealth Management's DFAR Position: Q2 2026 in Review

SpringVest Wealth Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.89% in Q2 2026, buying an estimated $5.73K and bringing the position to 25,382 shares worth $664K. The position accounts for 0.42% of the portfolio, ranked #38.

SpringVest Wealth Management first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

SpringVest Wealth Management held 25,382 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $664K as of Q2 2026.
SpringVest Wealth Management bought 223 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $5.73K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.42% of SpringVest Wealth Management's portfolio in Q2 2026, its #38 holding.
SpringVest Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.