AI
DFAR icon

Atria Investments’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Atria Investments’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 		$8.32M Buy
+318,109
New +$8.18M 0.08% 255
2025
Q4 		– Sell
-73,741
Closed -$1.76M – 2052
2025
Q3 		$1.76M Sell
73,741
-54,129
-42% -$1.28M 0.02% 771
2025
Q2 		$3M Buy
127,870
+2,917
+2% +$67.7K 0.04% 564
2025
Q1 		$2.97M Sell
124,953
-4,006
-3% -$94.5K 0.04% 547
2024
Q4 		$3M Buy
128,959
+116,449
+931% +$2.88M 0.04% 525
2024
Q3 		$321K Buy
+12,510
New +$303K ﹤0.01% 1588

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

Atria Investments's DFAR Position: Q2 2026 in Review

Atria Investments opened a new position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2026: 318,109 shares worth $8.32M. The stake represents 0.08% of the portfolio and ranks #255 among its holdings. This is a return to the name: Atria Investments previously reported a position in DFAR as recently as Q3 2025.

Atria Investments first reported a position in DFAR in Q3 2024 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Atria Investments held 318,109 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $8.32M as of Q2 2026.
  • DFA Real Estate Securities Portfolio ETF Class Shares was a new Atria Investments position in Q2 2026.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.08% of Atria Investments's portfolio in Q2 2026, its #255 holding.
  • Atria Investments first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2024 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 Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.