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Tradewinds Capital Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Tradewinds Capital 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 		– Sell
-353
Closed -$8.36K – 729
2026
Q1 		$8.36K Hold
353
– – ﹤0.01% 418
2025
Q4 		$8.08K Buy
+353
New +$8.27K ﹤0.01% 400

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HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Tradewinds Capital Management's DFAR Position: Q2 2026 in Review

Tradewinds Capital Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2026, closing a stake of 353 shares — an estimated $8.36K sold.

Tradewinds Capital Management first reported a position in DFAR in Q4 2025 and held it in 2 quarters. The position peaked at $8.36K in Q1 2026. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Tradewinds Capital Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • Tradewinds Capital Management sold 353 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $8.36K.
  • Tradewinds Capital Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2025 and held it in 2 quarters.
  • Tradewinds Capital Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $8.36K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.