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

Advisornet 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 		$105K Buy
4,022
+408
+11% +$10.5K ﹤0.01% 858
2026
Q1 		$85.5K Buy
3,614
+926
+34% +$22.3K ﹤0.01% 871
2025
Q4 		$61.6K Buy
2,688
+686
+34% +$16.1K ﹤0.01% 997
2025
Q3 		$47.7K Buy
2,002
+12
+0.6% +$283 ﹤0.01% 1040
2025
Q2 		$46.7K Buy
1,990
+12
+0.6% +$279 ﹤0.01% 1016
2025
Q1 		$47K Buy
1,978
+2
+0.1% +$47 ﹤0.01% 961
2024
Q4 		$46K Sell
1,976
-529
-21% -$13.1K ﹤0.01% 912
2024
Q3 		$64.2K Buy
2,505
+490
+24% +$11.9K ﹤0.01% 828
2024
Q2 		$44.5K Buy
2,015
+494
+32% +$10.6K ﹤0.01% 857
2024
Q1 		$34K Sell
1,521
-304
-17% -$6.7K ﹤0.01% 929
2023
Q4 		$41.5K Buy
1,825
+520
+40% +$10.7K ﹤0.01% 858
2023
Q3 		$25.5K Buy
1,305
+317
+32% +$6.72K ﹤0.01% 963
2023
Q2 		$21.3K Buy
988
+1
+0.1% +$21 ﹤0.01% 1067
2023
Q1 		$21.2K Buy
987
+134
+16% +$2.95K ﹤0.01% 1059
2022
Q4 		$18K Buy
853
+551
+182% +$11.7K ﹤0.01% 1088
2022
Q3 		$6K Buy
+302
New +$7.17K ﹤0.01% 1463

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

Advisornet Financial's DFAR Position: Q2 2026 in Review

Advisornet Financial increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 11% in Q2 2026, buying an estimated $10.5K and bringing the position to 4,022 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Advisornet Financial first reported a position in DFAR in Q3 2022 and has held it in 16 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Advisornet Financial held 4,022 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $105K as of Q2 2026.
  • Advisornet Financial bought 408 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $10.5K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #858 holding.
  • Advisornet Financial first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2022 and has held it in 16 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.