Vantage Point Financial’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Vantage Point Financial’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	$1.32M	Sell	50,540 -460	-0.9%	-$11.8K	0.4%	50
2026 Q1	$1.21M	Sell	51,000 -357	-0.7%	-$8.58K	0.42%	47
2025 Q4	$1.18M	Sell	51,357 -3,752	-7%	-$87.9K	0.42%	52
2025 Q3	$1.31M	Sell	55,109 -4,459	-7%	-$105K	0.51%	42
2025 Q2	$1.4M	Buy	59,568 +1,961	+3%	+$45.5K	0.61%	37
2025 Q1	$1.37M	Buy	57,607 +7,381	+15%	+$174K	0.69%	31
2024 Q4	$1.17M	Buy	+50,226	New	+$1.24M	0.63%	36

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

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

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

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

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

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

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

Vantage Point Financial's DFAR Position: Q2 2026 in Review

Vantage Point Financial reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.9% in Q2 2026, selling an estimated $11.8K and leaving 50,540 shares worth $1.32M. The position accounts for 0.4% of the portfolio, ranked #50.

Vantage Point Financial first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q2 2025. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Vantage Point Financial held 50,540 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.32M as of Q2 2026.
Vantage Point Financial sold 460 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $11.8K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.4% of Vantage Point Financial's portfolio in Q2 2026, its #50 holding.
Vantage Point Financial first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
Vantage Point Financial's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.4M in Q2 2025.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.