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

Allworth 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 		$2.58M Sell
98,751
-4,171
-4% -$107K 0.01% 471
2026
Q1 		$2.43M Buy
102,922
+15,102
+17% +$363K 0.01% 492
2025
Q4 		$2.01M Buy
87,820
+15,151
+21% +$355K 0.01% 517
2025
Q3 		$1.73M Buy
72,669
+6,692
+10% +$158K 0.01% 538
2025
Q2 		$1.55M Sell
65,977
-3,538
-5% -$82.1K 0.01% 538
2025
Q1 		$1.59M Buy
69,515
+2,149
+3% +$50.7K 0.01% 448
2024
Q4 		$1.57M Buy
67,366
+23,492
+54% +$582K 0.01% 447
2024
Q3 		$1.12M Sell
43,874
-4,562
-9% -$110K 0.01% 419
2024
Q2 		$1.13M Buy
48,436
+45,951
+1,849% +$987K 0.01% 408
2024
Q1 		$55.6K Buy
2,485
+90
+4% +$1.98K ﹤0.01% 1263
2023
Q4 		$54.5K Sell
2,395
-1,683
-41% -$34.5K ﹤0.01% 1164
2023
Q3 		$79.6K Sell
4,078
-3,145
-44% -$66.7K ﹤0.01% 960
2023
Q2 		$155K Sell
7,223
-1,388
-16% -$29.3K ﹤0.01% 757
2023
Q1 		$185K Hold
8,611
– – ﹤0.01% 670
2022
Q4 		$182K Buy
8,611
+4,078
+90% +$86.4K ﹤0.01% 657
2022
Q3 		$93K Hold
4,533
– – ﹤0.01% 784
2022
Q2 		$105K Buy
+4,533
New +$113K ﹤0.01% 700

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

Allworth Financial's DFAR Position: Q2 2026 in Review

Allworth Financial reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 4.1% in Q2 2026, selling an estimated $107K and leaving 98,751 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #471.

Allworth Financial first reported a position in DFAR in Q2 2022 and has held it in 17 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Allworth Financial held 98,751 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $2.58M as of Q2 2026.
  • Allworth Financial sold 4,171 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $107K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #471 holding.
  • Allworth Financial first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2022 and has held it in 17 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.