Sprinkle Financial Consultants’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Sprinkle Financial Consultants’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	-55,756	Closed	-$1.46M	–	111
2026 Q2	$1.46M	Buy	55,756 +1,124	+2%	+$28.9K	0.57%	36
2026 Q1	$1.29M	Buy	54,632 +18,151	+50%	+$436K	0.6%	37
2025 Q4	$835K	Buy	36,481 +456	+1%	+$10.7K	0.42%	47
2025 Q3	$859K	Buy	36,025 +372	+1%	+$8.77K	0.48%	41
2025 Q2	$836K	Buy	35,653 +4,167	+13%	+$96.7K	0.51%	41
2025 Q1	$748K	Buy	31,486 +1,857	+6%	+$43.8K	0.47%	41
2024 Q4	$689K	Buy	29,629 +2,279	+8%	+$56.4K	0.47%	40
2024 Q3	$701K	Buy	27,350 +156	+0.6%	+$3.78K	0.5%	40
2024 Q2	$601K	Buy	27,194 +3,769	+16%	+$81K	0.47%	41
2024 Q1	$524K	Buy	23,425 +4,460	+24%	+$98.3K	0.45%	43
2023 Q4	$431K	Buy	+18,965	New	+$389K	0.44%	41

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

Sprinkle Financial Consultants's DFAR Position: Q3 2026 in Review

Sprinkle Financial Consultants sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2026, closing a stake of 55,756 shares — an estimated $1.46M sold.

Sprinkle Financial Consultants first reported a position in DFAR in Q4 2023 and held it in 11 quarters. The position peaked at $1.46M in Q2 2026. 60 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

Sprinkle Financial Consultants reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Sprinkle Financial Consultants sold 55,756 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.46M.
Sprinkle Financial Consultants first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and held it in 11 quarters.
Sprinkle Financial Consultants's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.46M 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 Sprinkle Financial Consultants's 13F filing for Q3 2026, filed 9 Oct 2026.