Aprio Wealth Management
DFAR icon

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

Aprio 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 		$3.7M Sell
141,595
-3,201
-2% -$82.3K 0.18% 101
2026
Q1 		$3.42M Sell
144,796
-3,503
-2% -$84.2K 0.19% 90
2025
Q4 		$3.4M Buy
148,299
+5,092
+4% +$119K 0.19% 89
2025
Q3 		$3.42M Sell
143,207
-546,577
-79% -$12.9M 0.34% 53
2025
Q2 		$16.2M Buy
689,784
+138,632
+25% +$3.22M 1.83% 12
2025
Q1 		$13.1M Buy
551,152
+178,433
+48% +$4.21M 1.64% 14
2024
Q4 		$8.67M Buy
372,719
+81,516
+28% +$2.02M 1.27% 18
2024
Q3 		$7.47M Buy
291,203
+130,992
+82% +$3.17M 1.19% 18
2024
Q2 		$3.54M Buy
+160,211
New +$3.44M 0.65% 28

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 $631M AUM 11.73% 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
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

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

Aprio Wealth Management reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 2.2% in Q2 2026, selling an estimated $82.3K and leaving 141,595 shares worth $3.7M. The position accounts for 0.18% of the portfolio, ranked #101.

Aprio Wealth Management first reported a position in DFAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $16.2M in Q2 2025. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Aprio Wealth Management held 141,595 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $3.7M as of Q2 2026.
  • Aprio Wealth Management sold 3,201 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $82.3K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.18% of Aprio Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Aprio Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2024 and has held it in 9 quarters since.
  • Aprio Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $16.2M in Q2 2025.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.