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Arkadios Wealth Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Arkadios Wealth Advisors’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 		$1.28M Buy
48,924
+12,453
+34% +$320K 0.02% 715
2026
Q1 		$863K Buy
+36,471
New +$877K 0.01% 860

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

Arkadios Wealth Advisors's DFAR Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 34% in Q2 2026, buying an estimated $320K and bringing the position to 48,924 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #715.

Arkadios Wealth Advisors first reported a position in DFAR in Q1 2026 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Arkadios Wealth Advisors held 48,924 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.28M as of Q2 2026.
  • Arkadios Wealth Advisors bought 12,453 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $320K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #715 holding.
  • Arkadios Wealth Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2026 and has held it in 2 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.