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

WorthPointe’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	$427K	Hold	16,305	–	–	0.11%	80
2026 Q1	$386K	Hold	16,305	–	–	0.1%	85
2025 Q4	$373K	Sell	16,305 -4,837	-23%	-$113K	0.1%	97
2025 Q3	$504K	Buy	21,142 +45	+0.2%	+$1.06K	0.19%	57
2025 Q2	$495K	Hold	21,097	–	–	0.21%	46
2025 Q1	$501K	Sell	21,097 -254	-1%	-$5.99K	0.22%	49
2024 Q4	$497K	Buy	21,351 +4,777	+29%	+$118K	0.2%	50
2024 Q3	$425K	Buy	16,574 +4,548	+38%	+$110K	0.18%	53
2024 Q2	$266K	Hold	12,026	–	–	0.12%	60
2024 Q1	$269K	Buy	+12,026	New	+$265K	0.14%	53

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

WorthPointe's DFAR Position: Q2 2026 in Review

WorthPointe held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q2 2026 at 16,305 shares worth $427K. The position accounts for 0.11% of the portfolio, ranked #80.

WorthPointe first reported a position in DFAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $504K in Q3 2025. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

WorthPointe held 16,305 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $427K as of Q2 2026.
WorthPointe left its DFA Real Estate Securities Portfolio ETF Class Shares share count unchanged in Q2 2026.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.11% of WorthPointe's portfolio in Q2 2026, its #80 holding.
WorthPointe first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2024 and has held it in 10 quarters since.
WorthPointe's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $504K in Q3 2025.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.