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BCU Wealth Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

BCU Wealth 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 		$4.64M Buy
177,401
+7,362
+4% +$189K 1.54% 9
2026
Q1 		$4.02M Sell
170,039
-2,267
-1% -$54.5K 1.5% 9
2025
Q4 		$3.95M Buy
172,306
+16,380
+11% +$384K 1.51% 11
2025
Q3 		$3.72M Buy
155,926
+18,026
+13% +$425K 1.5% 10
2025
Q2 		$3.24M Buy
137,900
+16,203
+13% +$376K 1.45% 11
2025
Q1 		$2.89M Buy
121,697
+12,448
+11% +$294K 1.5% 9
2024
Q4 		$2.54M Buy
109,249
+17,127
+19% +$424K 1.45% 9
2024
Q3 		$2.36M Buy
92,122
+15,152
+20% +$367K 1.41% 11
2024
Q2 		$1.7M Buy
76,970
+10,185
+15% +$219K 1.26% 13
2024
Q1 		$1.49M Buy
66,785
+13,193
+25% +$291K 1.27% 12
2023
Q4 		$1.22M Buy
+53,592
New +$1.1M 1.32% 13

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

BCU Wealth Advisors's DFAR Position: Q2 2026 in Review

BCU Wealth Advisors increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 4.3% in Q2 2026, buying an estimated $189K and bringing the position to 177,401 shares worth $4.64M. The position accounts for 1.54% of the portfolio, ranked #9.

BCU Wealth Advisors first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • BCU Wealth Advisors held 177,401 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $4.64M as of Q2 2026.
  • BCU Wealth Advisors bought 7,362 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $189K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 1.54% of BCU Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • BCU Wealth Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.