Yoder Wealth Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Yoder Wealth 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 Q3	$462K	Sell	19,120 -65	-0.3%	-$1.7K	0.17%	76
2026 Q2	$502K	Sell	19,185 -763	-4%	-$19.6K	0.2%	72
2026 Q1	$472K	Buy	19,948 +497	+3%	+$11.9K	0.22%	70
2025 Q4	$445K	Buy	19,451 +612	+3%	+$14.3K	0.2%	72
2025 Q3	$449K	Buy	18,839 +952	+5%	+$22.4K	0.21%	71
2025 Q2	$420K	Buy	17,887 +1,092	+7%	+$25.4K	0.22%	72
2025 Q1	$399K	Buy	16,795 +4,530	+37%	+$107K	0.22%	69
2024 Q4	$285K	Sell	12,265 -121	-1%	-$3K	0.16%	85
2024 Q3	$318K	Sell	12,386 -164	-1%	-$3.97K	0.19%	78
2024 Q2	$277K	Buy	12,550 +2,415	+24%	+$51.9K	0.18%	83
2024 Q1	$227K	Sell	10,135 -2,180	-18%	-$48K	0.15%	95
2023 Q4	$280K	Buy	+12,315	New	+$252K	0.2%	69

Other funds holding DFAR

Fidato Wealth Middleburg Heights, Ohio $184M AUM 10.79% 1-Year Est. Return

Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

VAG

Vannoy Advisory Group Austin, Texas $173M AUM 12.55% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

BWMG

Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $319M AUM

Yoder Wealth Management's DFAR Position: Q3 2026 in Review

Yoder Wealth Management reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.34% in Q3 2026, selling an estimated $1.7K and leaving 19,120 shares worth $462K. The position accounts for 0.17% of the portfolio, ranked #76.

Yoder Wealth Management first reported a position in DFAR in Q4 2023 and has held it in 12 quarters since. The position peaked at $502K in Q2 2026. 35 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

Yoder Wealth Management held 19,120 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $462K as of Q3 2026.
Yoder Wealth Management sold 65 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $1.7K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.17% of Yoder Wealth Management's portfolio in Q3 2026, its #76 holding.
Yoder Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and has held it in 12 quarters since.
Yoder Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $502K in Q2 2026.
35 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Yoder Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.