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Bayshore Asset Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Bayshore Asset 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
2026
Q2 		$285K Sell
10,881
-3,090
-22% -$79.4K 0.1% 46
2026
Q1 		$330K Hold
13,971
– – 0.13% 32
2025
Q4 		$320K Buy
13,971
+215
+2% +$5.04K 0.13% 36
2025
Q3 		$328K Buy
13,756
+1,925
+16% +$45.4K 0.14% 35
2025
Q2 		$278K Buy
+11,831
New +$275K 0.13% 37

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

Bayshore Asset Management's DFAR Position: Q2 2026 in Review

Bayshore Asset Management reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 22% in Q2 2026, selling an estimated $79.4K and leaving 10,881 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #46.

Bayshore Asset Management first reported a position in DFAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $330K in Q1 2026. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Bayshore Asset Management held 10,881 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $285K as of Q2 2026.
  • Bayshore Asset Management sold 3,090 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $79.4K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.1% of Bayshore Asset Management's portfolio in Q2 2026, its #46 holding.
  • Bayshore Asset Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
  • Bayshore Asset Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $330K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Bayshore Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.