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Ballast Rock Private Wealth’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Ballast Rock Private Wealth’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 		$283K Buy
10,812
+19
+0.2% +$488 0.13% 160
2026
Q1 		$255K Sell
10,793
-381
-3% -$9.16K 0.14% 161
2025
Q4 		$256K Buy
+11,174
New +$262K 0.16% 153

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

Ballast Rock Private Wealth's DFAR Position: Q2 2026 in Review

Ballast Rock Private Wealth increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.18% in Q2 2026, buying an estimated $488 and bringing the position to 10,812 shares worth $283K. The position accounts for 0.13% of the portfolio, ranked #160.

Ballast Rock Private Wealth first reported a position in DFAR in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Ballast Rock Private Wealth held 10,812 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $283K as of Q2 2026.
  • Ballast Rock Private Wealth bought 19 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $488.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.13% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #160 holding.
  • Ballast Rock Private Wealth first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.