Vannoy Advisory Group
DFAR icon

Vannoy Advisory Group’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Vannoy Advisory Group’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 		$6.84M Buy
282,956
+352
+0.1% +$9.2K 3.95% 8
2026
Q2 		$7.39M Buy
282,604
+269
+0.1% +$6.91K 4.18% 7
2026
Q1 		$6.68M Buy
282,335
+4,247
+2% +$102K 4.23% 7
2025
Q4 		$6.37M Buy
278,088
+17,434
+7% +$408K 4.04% 7
2025
Q3 		$6.22M Buy
260,654
+6,802
+3% +$160K 4.06% 7
2025
Q2 		$5.96M Buy
253,852
+5,193
+2% +$121K 4.12% 7
2025
Q1 		$5.91M Buy
248,659
+3,453
+1% +$81.4K 4.38% 7
2024
Q4 		$5.71M Sell
245,206
-1,286
-0.5% -$31.8K 4.24% 8
2024
Q3 		$6.32M Sell
246,492
-1,427
-0.6% -$34.5K 4.6% 7
2024
Q2 		$5.48M Buy
247,919
+8,336
+3% +$179K 4.25% 7
2024
Q1 		$5.36M Buy
239,583
+754
+0.3% +$16.6K 4.18% 7
2023
Q4 		$5.43M Buy
+238,829
New +$4.89M 4.46% 7

Other funds holding DFAR

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
United Wealth Management
United Wealth Management Charlottesville, Virginia $378M AUM 10.8% 1-Year Est. Return
Fidato Wealth
Fidato Wealth Middleburg Heights, Ohio $184M AUM 10.79% 1-Year Est. Return
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
Onyx Financial Advisors
Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Vannoy Advisory Group's DFAR Position: Q3 2026 in Review

Vannoy Advisory Group increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.12% in Q3 2026, buying an estimated $9.2K and bringing the position to 282,956 shares worth $6.84M. The position accounts for 3.95% of the portfolio, ranked #8.

Vannoy Advisory Group first reported a position in DFAR in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.39M in Q2 2026. 94 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

  • Vannoy Advisory Group held 282,956 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $6.84M as of Q3 2026.
  • Vannoy Advisory Group bought 352 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $9.2K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 3.95% of Vannoy Advisory Group's portfolio in Q3 2026, its #8 holding.
  • Vannoy Advisory Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and has held it in 12 quarters since.
  • Vannoy Advisory Group's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $7.39M in Q2 2026.
  • 94 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Vannoy Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.