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

United 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
2026 Q3	$14.6M	Buy	603,528 +3,077	+0.5%	+$80.5K	3.86%	6
2026 Q2	$15.7M	Buy	600,451 +5,746	+1%	+$148K	3.53%	8
2026 Q1	$14.1M	Buy	594,705 +70,685	+13%	+$1.7M	3.5%	8
2025 Q4	$12M	Buy	524,020 +27,123	+5%	+$635K	3.1%	8
2025 Q3	$11.9M	Buy	496,897 +12,702	+3%	+$299K	3.22%	8
2025 Q2	$11.4M	Buy	484,195 +4,428	+0.9%	+$103K	3.3%	8
2025 Q1	$11.4M	Buy	479,767 +38,572	+9%	+$910K	3.57%	8
2024 Q4	$10.3M	Buy	+441,195	New	+$10.9M	3.46%	8

Other funds holding DFAR

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Burton Enright Welch Walnut Creek, California $932M AUM 15.16% 1-Year Est. Return

Wealth Dimensions Group Cincinnati, Ohio $590M AUM 14.89% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return

Fidato Wealth Middleburg Heights, Ohio $184M AUM 10.79% 1-Year Est. Return

United Wealth Management's DFAR Position: Q3 2026 in Review

United Wealth Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.51% in Q3 2026, buying an estimated $80.5K and bringing the position to 603,528 shares worth $14.6M. The position accounts for 3.86% of the portfolio, ranked #6.

United Wealth Management first reported a position in DFAR in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.7M in Q2 2026. 172 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

United Wealth Management held 603,528 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $14.6M as of Q3 2026.
United Wealth Management bought 3,077 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $80.5K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 3.86% of United Wealth Management's portfolio in Q3 2026, its #6 holding.
United Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
United Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $15.7M in Q2 2026.
172 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on United Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.