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American Investment Services’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

American Investment Services’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 		$626K Buy
23,943
+241
+1% +$6.19K 0.13% 89
2026
Q1 		$561K Buy
23,702
+10
+0% +$240 0.13% 88
2025
Q4 		$543K Sell
23,692
-637
-3% -$14.9K 0.13% 93
2025
Q3 		$580K Sell
24,329
-21
-0.1% -$495 0.14% 88
2025
Q2 		$571K Sell
24,350
-18,019
-43% -$418K 0.15% 84
2025
Q1 		$1.01M Buy
42,369
+1,578
+4% +$37.2K 0.18% 82
2024
Q4 		$949K Sell
40,791
-2,057
-5% -$50.9K 0.17% 81
2024
Q3 		$1.1M Sell
42,848
-3,467
-7% -$83.9K 0.18% 78
2024
Q2 		$1.02M Sell
46,315
-30
-0.1% -$644 0.18% 76
2024
Q1 		$1.04M Sell
46,345
-13,186
-22% -$291K 0.18% 77
2023
Q4 		$1.35M Buy
59,531
+11,639
+24% +$238K 0.26% 69
2023
Q3 		$935K Sell
47,892
-1,115
-2% -$23.6K 0.2% 74
2023
Q2 		$1.05M Buy
49,007
+10,512
+27% +$222K 0.21% 72
2023
Q1 		$814K Hold
38,495
– – 0.17% 80
2022
Q4 		$814K Buy
38,495
+11,060
+40% +$234K 0.17% 80
2022
Q3 		$564K Buy
+27,435
New +$651K 0.13% 87

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

American Investment Services's DFAR Position: Q2 2026 in Review

American Investment Services increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 1% in Q2 2026, buying an estimated $6.19K and bringing the position to 23,943 shares worth $626K. The position accounts for 0.13% of the portfolio, ranked #89.

American Investment Services first reported a position in DFAR in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.35M in Q4 2023. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • American Investment Services held 23,943 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $626K as of Q2 2026.
  • American Investment Services bought 241 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $6.19K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.13% of American Investment Services's portfolio in Q2 2026, its #89 holding.
  • American Investment Services first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2022 and has held it in 16 quarters since.
  • American Investment Services's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.35M 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 American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.