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Weinberger Asset Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Weinberger Asset 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
Q2 		$1.73M Buy
64,749
+4,446
+7% +$114K 0.56% 36
2026
Q1 		$1.43M Buy
60,303
+3,694
+7% +$88.8K 0.53% 37
2025
Q4 		$1.3M Buy
56,609
+781
+1% +$18.3K 0.47% 38
2025
Q3 		$1.33M Buy
55,828
+4,792
+9% +$113K 0.48% 39
2025
Q2 		$1.2M Buy
51,036
+2,377
+5% +$55.2K 0.46% 40
2025
Q1 		$1.16M Sell
48,659
-648
-1% -$15.3K 0.5% 39
2024
Q4 		$1.15M Buy
49,307
+6,401
+15% +$158K 0.48% 39
2024
Q3 		$1.1M Buy
42,906
+7,511
+21% +$182K 0.47% 38
2024
Q2 		$782K Buy
35,395
+6,796
+24% +$146K 0.37% 43
2024
Q1 		$640K Buy
28,599
+4,218
+17% +$92.9K 0.31% 46
2023
Q4 		$554K Buy
+24,381
New +$499K 0.29% 50

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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
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

Weinberger Asset Management's DFAR Position: Q2 2026 in Review

Weinberger Asset Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 7.4% in Q2 2026, buying an estimated $114K and bringing the position to 64,749 shares worth $1.73M. The position accounts for 0.56% of the portfolio, ranked #36.

Weinberger Asset Management first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Weinberger Asset Management held 64,749 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.73M as of Q2 2026.
  • Weinberger Asset Management bought 4,446 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $114K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.56% of Weinberger Asset Management's portfolio in Q2 2026, its #36 holding.
  • Weinberger Asset Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Weinberger Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.