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

AE 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
Q2 		$4.67M Buy
178,564
+6,380
+4% +$164K 0.02% 448
2026
Q1 		$4.07M Buy
172,184
+8,112
+5% +$195K 0.02% 471
2025
Q4 		$3.76M Sell
164,072
-4,220
-3% -$98.8K 0.02% 452
2025
Q3 		$4.01M Sell
168,292
-4,179
-2% -$98.5K 0.03% 401
2025
Q2 		$4.05M Buy
172,471
+21,484
+14% +$499K 0.03% 388
2025
Q1 		$3.59M Buy
150,987
+12,521
+9% +$295K 0.03% 408
2024
Q4 		$3.22M Buy
138,466
+2,991
+2% +$74K 0.03% 429
2024
Q3 		$3.47M Buy
135,475
+10,782
+9% +$261K 0.03% 410
2024
Q2 		$2.76M Buy
124,693
+9,594
+8% +$206K 0.03% 448
2024
Q1 		$2.57M Sell
115,099
-434,121
-79% -$9.56M 0.03% 440
2023
Q4 		$12M Buy
549,220
+137,031
+33% +$2.81M 0.06% 353
2023
Q3 		$8.05M Buy
412,189
+32,570
+9% +$691K 0.05% 437
2023
Q2 		$8.17M Buy
379,619
+30,135
+9% +$637K 0.05% 415
2023
Q1 		$7.51M Buy
349,484
+302,009
+636% +$6.64M 0.05% 413
2022
Q4 		$1M Buy
47,475
+12,739
+37% +$270K 0.01% 981
2022
Q3 		$714K Buy
34,736
+7,065
+26% +$168K 0.01% 1078
2022
Q2 		$639K Buy
+27,671
New +$692K 0.01% 1076

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

AE Wealth Management's DFAR Position: Q2 2026 in Review

AE Wealth Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 3.7% in Q2 2026, buying an estimated $164K and bringing the position to 178,564 shares worth $4.67M. The position accounts for 0.02% of the portfolio, ranked #448.

AE Wealth Management first reported a position in DFAR in Q2 2022 and has held it in 17 quarters since. The position peaked at $12M in Q4 2023. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • AE Wealth Management held 178,564 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $4.67M as of Q2 2026.
  • AE Wealth Management bought 6,380 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $164K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #448 holding.
  • AE Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2022 and has held it in 17 quarters since.
  • AE Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $12M in Q4 2023.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.