Asset Dedication LLC’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Asset Dedication LLC’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	$11.3K	Sell	433 -151	-26%	-$3.88K	﹤0.01%	765
2026 Q1	$13.8K	Buy	584 +451	+339%	+$10.8K	﹤0.01%	704
2025 Q4	$3.05K	Hold	133	–	–	﹤0.01%	965
2025 Q3	$3.17K	Sell	133 -177	-57%	-$4.17K	﹤0.01%	967
2025 Q2	$7.27K	Buy	310 +177	+133%	+$4.11K	﹤0.01%	872
2025 Q1	$3.16K	Hold	133	–	–	﹤0.01%	918
2024 Q4	$3.1K	Hold	133	–	–	﹤0.01%	924
2024 Q3	$3.41K	Hold	133	–	–	﹤0.01%	963
2024 Q2	$2.94K	Buy	133 +108	+432%	+$2.32K	﹤0.01%	1017
2024 Q1	$1K	Hold	25	–	–	﹤0.01%	917
2023 Q4	$1K	Hold	25	–	–	﹤0.01%	929
2023 Q3	$0	Sell	25 -321	-93%	-$6.81K	﹤0.01%	1003
2023 Q2	$7K	Sell	346 -160	-32%	-$3.38K	﹤0.01%	716
2023 Q1	$11K	Hold	506	–	–	﹤0.01%	651
2022 Q4	$11K	Buy	+506	New	+$10.7K	﹤0.01%	644
2022 Q2	–	Sell	-356	Closed	-$10K	–	594
2022 Q1	$10K	Buy	+356	New	+$9.27K	﹤0.01%	650

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

RFP

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

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

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

Asset Dedication LLC's DFAR Position: Q2 2026 in Review

Asset Dedication LLC reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 26% in Q2 2026, selling an estimated $3.88K and leaving 433 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Asset Dedication LLC first reported a position in DFAR in Q1 2022 and has held it in 16 quarters since. The position peaked at $13.8K in Q1 2026. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Asset Dedication LLC held 433 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $11.3K as of Q2 2026.
Asset Dedication LLC sold 151 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $3.88K.
DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #765 holding.
Asset Dedication LLC first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2022 and has held it in 16 quarters since.
Asset Dedication LLC's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $13.8K in Q1 2026.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.