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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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.