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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-24
Closed -$542 – 1854
2025
Q4
$542 Buy
+24
New +$562 ﹤0.01% 1637

Other funds holding DFAR

Triumph Capital Management's DFAR Position: Q1 2026 in Review

Triumph Capital Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q1 2026, closing a stake of 24 shares — an estimated $542 sold.

Triumph Capital Management first reported a position in DFAR in Q4 2025 and held it in 1 quarter. The position peaked at $542 in Q4 2025. 289 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Triumph Capital Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q1 2026 after selling out during the quarter.
  • Triumph Capital Management sold 24 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q1 2026, an estimated $542.
  • Triumph Capital Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2025 and held it in 1 quarter.
  • Triumph Capital Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $542 in Q4 2025.
  • 289 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.