Bay Harbor Wealth Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Bay Harbor Wealth Management’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
2025 Q3	–	Sell	-487	Closed	-$11.4K	–	1295
2025 Q2	$11.4K	Buy	+487	New	+$11.3K	﹤0.01%	140
2024 Q1	–	Sell	-353	Closed	-$8.03K	–	176
2023 Q4	$8.03K	Sell	353 -10,444	-97%	-$214K	﹤0.01%	118
2023 Q3	$211K	Buy	10,797 +1,295	+14%	+$27.5K	0.09%	43
2023 Q2	$204K	Buy	9,502 +3,391	+55%	+$71.7K	0.08%	42
2023 Q1	$131K	Buy	6,111 +4,662	+322%	+$103K	0.06%	45
2022 Q4	$31K	Buy	1,449 +1,349	+1,349%	+$28.6K	0.01%	110
2022 Q3	$2K	Buy	+100	New	+$2.37K	﹤0.01%	164

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Bay Harbor Wealth Management's DFAR Position: Q3 2025 in Review

Bay Harbor Wealth Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2025, closing a stake of 487 shares — an estimated $11.4K sold.

Bay Harbor Wealth Management first reported a position in DFAR in Q3 2022 and held it in 7 quarters. The position peaked at $211K in Q3 2023. 259 funds tracked by Wall St. Rank hold DFAR as of Q3 2025.

Bay Harbor Wealth Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q3 2025 after selling out during the quarter.
Bay Harbor Wealth Management sold 487 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2025, an estimated $11.4K.
Bay Harbor Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2022 and held it in 7 quarters.
Bay Harbor Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $211K in Q3 2023.
259 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2025.

Based on Bay Harbor Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.