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

Total Clarity 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
2025 Q2	–	Sell	-57,029	Closed	-$1.33M	–	300
2025 Q1	$1.33M	Hold	57,029	–	–	0.43%	61
2024 Q4	$1.33M	Buy	57,029 +864	+2%	+$21.4K	0.43%	61
2024 Q3	$1.44M	Buy	56,165 +317	+0.6%	+$7.67K	0.46%	59
2024 Q2	$1.23M	Buy	55,848 +530	+1%	+$11.4K	0.43%	64
2024 Q1	$1.24M	Buy	55,318 +1,781	+3%	+$39.2K	0.43%	64
2023 Q4	$1.22M	Buy	+53,537	New	+$1.1M	0.5%	61

Other funds holding DFAR

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

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

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

EGWAG

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

RIP

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

RFP

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

GOCP

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

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Total Clarity Wealth Management's DFAR Position: Q2 2025 in Review

Total Clarity Wealth Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2025, closing a stake of 57,029 shares — an estimated $1.33M sold.

Total Clarity Wealth Management first reported a position in DFAR in Q4 2023 and held it in 6 quarters. The position peaked at $1.44M in Q3 2024. 257 funds tracked by Wall St. Rank hold DFAR as of Q2 2025.

Total Clarity Wealth Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2025 after selling out during the quarter.
Total Clarity Wealth Management sold 57,029 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2025, an estimated $1.33M.
Total Clarity Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and held it in 6 quarters.
Total Clarity Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.44M in Q3 2024.
257 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2025.

Based on Total Clarity Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.