AssetMark Inc
DFAR icon

AssetMark Inc’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

AssetMark Inc’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 		$20K Buy
763
+260
+52% +$6.68K ﹤0.01% 2181
2026
Q1 		$11.9K Hold
503
– – ﹤0.01% 2255
2025
Q4 		$11.5K Sell
503
-324
-39% -$7.59K ﹤0.01% 2172
2025
Q3 		$19.7K Buy
827
+323
+64% +$7.62K ﹤0.01% 1921
2025
Q2 		$11.8K Sell
504
-135
-21% -$3.13K ﹤0.01% 1923
2025
Q1 		$15.2K Buy
+639
New +$15.1K ﹤0.01% 1760

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

AssetMark Inc's DFAR Position: Q2 2026 in Review

AssetMark Inc increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 52% in Q2 2026, buying an estimated $6.68K and bringing the position to 763 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

AssetMark Inc first reported a position in DFAR in Q1 2025 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • AssetMark Inc held 763 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $20K as of Q2 2026.
  • AssetMark Inc bought 260 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $6.68K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2181 holding.
  • AssetMark Inc first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2025 and has held it in 6 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.