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AssuredPartners Investment Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

AssuredPartners Investment 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 		$1.79M Buy
68,536
+14,496
+27% +$373K 0.17% 138
2026
Q1 		$1.3M Buy
54,040
+3,739
+7% +$89.9K 0.14% 156
2025
Q4 		$1.15M Buy
50,301
+7,285
+17% +$171K 0.17% 133
2025
Q3 		$1.03M Buy
43,016
+3,785
+10% +$89.2K 0.23% 91
2025
Q2 		$920K Buy
39,231
+1,208
+3% +$28K 0.23% 85
2025
Q1 		$904K Buy
38,023
+6,575
+21% +$155K 0.17% 134
2024
Q4 		$732K Buy
+31,448
New +$779K 0.14% 151

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

AssuredPartners Investment Advisors's DFAR Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 27% in Q2 2026, buying an estimated $373K and bringing the position to 68,536 shares worth $1.79M. The position accounts for 0.17% of the portfolio, ranked #138.

AssuredPartners Investment Advisors first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • AssuredPartners Investment Advisors held 68,536 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.79M as of Q2 2026.
  • AssuredPartners Investment Advisors bought 14,496 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $373K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.17% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #138 holding.
  • AssuredPartners Investment Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

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