U.S. Capital Wealth Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	$463K	Buy	19,564 +6,501	+50%	+$156K	0.01%	693
2025 Q4	$299K	Hold	13,063	–	–	0.01%	806
2025 Q3	$312K	Sell	13,063 -1,825	-12%	-$43K	0.01%	762
2025 Q2	$349K	Sell	14,888 -300	-2%	-$6.96K	0.01%	682
2025 Q1	$361K	Sell	15,188 -1,400	-8%	-$33K	0.01%	654
2024 Q4	$386K	Sell	16,588 -2,000	-11%	-$49.5K	0.01%	620
2024 Q3	$477K	Sell	18,588 -1,000	-5%	-$24.2K	0.02%	486
2024 Q2	$433K	Sell	19,588 -14,723	-43%	-$316K	0.02%	485
2024 Q1	$768K	Buy	34,311 +19,300	+129%	+$425K	0.03%	390
2023 Q4	$341K	Buy	15,011 +1,082	+8%	+$22.2K	0.01%	527
2023 Q3	$272K	Hold	13,929	–	–	0.01%	540
2023 Q2	$300K	Buy	13,929 +706	+5%	+$14.9K	0.01%	531
2023 Q1	$284K	Buy	13,223 +703	+6%	+$15.5K	0.01%	552
2022 Q4	$265K	Buy	+12,520	New	+$265K	0.01%	557

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

EGWAG

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

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

RFP

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

MFT

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

RIP

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

GOCP

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

U.S. Capital Wealth Advisors's DFAR Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 50% in Q1 2026, buying an estimated $156K and bringing the position to 19,564 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #693.

U.S. Capital Wealth Advisors first reported a position in DFAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $768K in Q1 2024. 289 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

U.S. Capital Wealth Advisors held 19,564 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $463K as of Q1 2026.
U.S. Capital Wealth Advisors bought 6,501 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q1 2026, an estimated $156K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #693 holding.
U.S. Capital Wealth Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 14 quarters since.
U.S. Capital Wealth Advisors's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $768K in Q1 2024.
289 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.