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Allodium Investment Consultants’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Allodium Investment Consultants’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 		$314K Sell
12,006
-175
-1% -$4.5K 0.13% 50
2026
Q1 		$288K Buy
12,181
+7
+0.1% +$168 0.14% 48
2025
Q4 		$279K Buy
12,174
+1,871
+18% +$43.8K 0.14% 47
2025
Q3 		$246K Buy
10,303
+544
+6% +$12.8K 0.14% 47
2025
Q2 		$229K Buy
+9,759
New +$227K 0.14% 48

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

Allodium Investment Consultants's DFAR Position: Q2 2026 in Review

Allodium Investment Consultants reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 1.4% in Q2 2026, selling an estimated $4.5K and leaving 12,006 shares worth $314K. The position accounts for 0.13% of the portfolio, ranked #50.

Allodium Investment Consultants first reported a position in DFAR in Q2 2025 and has held it in 5 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Allodium Investment Consultants held 12,006 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $314K as of Q2 2026.
  • Allodium Investment Consultants sold 175 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $4.5K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.13% of Allodium Investment Consultants's portfolio in Q2 2026, its #50 holding.
  • Allodium Investment Consultants first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.