Advisory Alpha
DFAR icon

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

Advisory Alpha’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 		$884K Buy
33,777
+101
+0.3% +$2.6K 0.02% 248
2026
Q1 		$796K Sell
33,676
-899
-3% -$21.6K 0.02% 234
2025
Q4 		$792K Sell
34,575
-72
-0.2% -$1.69K 0.02% 226
2025
Q3 		$824K Sell
34,647
-175
-0.5% -$4.13K 0.02% 211
2025
Q2 		$817K Sell
34,822
-507
-1% -$11.8K 0.03% 191
2025
Q1 		$840K Buy
35,329
+243
+0.7% +$5.73K 0.03% 177
2024
Q4 		$816K Sell
35,086
-1,738
-5% -$43K 0.03% 169
2024
Q3 		$944K Sell
36,824
-1,057
-3% -$25.6K 0.03% 156
2024
Q2 		$837K Sell
37,881
-505
-1% -$10.8K 0.03% 164
2024
Q1 		$859K Sell
38,386
-581
-1% -$12.8K 0.04% 171
2023
Q4 		$886K Sell
38,967
-3,490
-8% -$71.5K 0.04% 152
2023
Q3 		$829K Sell
42,457
-924
-2% -$19.6K 0.04% 156
2023
Q2 		$934K Buy
43,381
+227
+0.5% +$4.8K 0.05% 159
2023
Q1 		$927K Buy
43,154
+847
+2% +$18.6K 0.06% 124
2022
Q4 		$895K Sell
42,307
-842
-2% -$17.8K 0.06% 113
2022
Q3 		$887K Buy
+43,149
New +$1.02M 0.07% 108

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
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Vise Technologies
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
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Savant Capital
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

Advisory Alpha's DFAR Position: Q2 2026 in Review

Advisory Alpha increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.3% in Q2 2026, buying an estimated $2.6K and bringing the position to 33,777 shares worth $884K. The position accounts for 0.02% of the portfolio, ranked #248.

Advisory Alpha first reported a position in DFAR in Q3 2022 and has held it in 16 quarters since. The position peaked at $944K in Q3 2024. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Advisory Alpha held 33,777 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $884K as of Q2 2026.
  • Advisory Alpha bought 101 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $2.6K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.02% of Advisory Alpha's portfolio in Q2 2026, its #248 holding.
  • Advisory Alpha first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2022 and has held it in 16 quarters since.
  • Advisory Alpha's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $944K in Q3 2024.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.