XY Planning Network
DFAR icon

XY Planning Network’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

XY Planning Network’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 		$261K Sell
10,819
-10,951
-50% -$286K 0.03% 339
2026
Q2 		$570K Buy
+21,770
New +$560K 0.07% 193
2025
Q4 		– Sell
-9,073
Closed -$213K – 250
2025
Q3 		$213K Hold
9,073
– – 0.07% 167
2025
Q2 		$213K Buy
+9,073
New +$211K 0.07% 167

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

XY Planning Network's DFAR Position: Q3 2026 in Review

XY Planning Network reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 50% in Q3 2026, selling an estimated $286K and leaving 10,819 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #339.

XY Planning Network first reported a position in DFAR in Q2 2025 and has held it in 4 quarters since. The position peaked at $570K in Q2 2026. 94 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

  • XY Planning Network held 10,819 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $261K as of Q3 2026.
  • XY Planning Network sold 10,951 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $286K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.03% of XY Planning Network's portfolio in Q3 2026, its #339 holding.
  • XY Planning Network first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2025 and has held it in 4 quarters since.
  • XY Planning Network's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $570K 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 XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.