Vawter Financial
DFAR icon

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

Vawter 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 		$1.34M Sell
51,213
-1,420
-3% -$36.5K 0.5% 36
2026
Q1 		$1.24M Buy
52,633
+17
+0% +$409 0.52% 35
2025
Q4 		$1.2M Sell
52,616
-4,863
-8% -$114K 0.51% 38
2025
Q3 		$1.37M Buy
+57,479
New +$1.36M 0.62% 34
2025
Q2 		– Sell
-57,992
Closed -$1.38M – 39
2025
Q1 		$1.38M Buy
57,992
+231
+0.4% +$5.45K 0.77% 31
2024
Q4 		$1.34M Buy
57,761
+1,567
+3% +$38.8K 0.81% 31
2024
Q3 		$1.44M Buy
56,194
+5,290
+10% +$128K 0.88% 29
2024
Q2 		$1.12M Buy
50,904
+7,226
+17% +$155K 0.77% 28
2024
Q1 		$977K Buy
43,678
+7,390
+20% +$163K 0.71% 31
2023
Q4 		$825K Buy
36,288
+14,179
+64% +$290K 0.65% 31
2023
Q3 		$432K Sell
22,109
-3,190
-13% -$67.7K 0.39% 38
2023
Q2 		$544K Buy
25,299
+2,486
+11% +$52.6K 0.47% 37
2023
Q1 		$490K Buy
22,813
+7,419
+48% +$163K 0.5% 34
2022
Q4 		$326K Buy
+15,394
New +$326K 0.38% 37

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Vawter Financial's DFAR Position: Q2 2026 in Review

Vawter Financial reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 2.7% in Q2 2026, selling an estimated $36.5K and leaving 51,213 shares worth $1.34M. The position accounts for 0.5% of the portfolio, ranked #36.

Vawter Financial first reported a position in DFAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.44M in Q3 2024. 302 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Vawter Financial held 51,213 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.34M as of Q2 2026.
  • Vawter Financial sold 1,420 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $36.5K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.5% of Vawter Financial's portfolio in Q2 2026, its #36 holding.
  • Vawter Financial first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 14 quarters since.
  • Vawter Financial's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.44M in Q3 2024.
  • 302 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.