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Beacon Pointe Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Beacon Pointe 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 		$24.5M Buy
936,661
+8,322
+0.9% +$214K 0.11% 179
2026
Q1 		$22M Buy
928,339
+75,406
+9% +$1.81M 0.12% 171
2025
Q4 		$19.5M Buy
852,933
+484,472
+131% +$11.3M 0.14% 166
2025
Q3 		$8.79M Buy
368,461
+100,650
+38% +$2.37M 0.07% 249
2025
Q2 		$6.28M Sell
267,811
-5,099
-2% -$118K 0.07% 265
2025
Q1 		$6.49M Sell
272,910
-797
-0.3% -$18.8K 0.07% 247
2024
Q4 		$6.37M Sell
273,707
-1,084
-0.4% -$26.8K 0.07% 230
2024
Q3 		$7.05M Buy
274,791
+899
+0.3% +$21.8K 0.08% 218
2024
Q2 		$6.05M Sell
273,892
-22,757
-8% -$489K 0.07% 241
2024
Q1 		$6.64M Buy
296,649
+6,631
+2% +$146K 0.07% 236
2023
Q4 		$6.6M Buy
290,018
+47,259
+19% +$968K 0.08% 228
2023
Q3 		$4.74M Buy
242,759
+42,707
+21% +$906K 0.06% 275
2023
Q2 		$4.31M Buy
200,052
+45,724
+30% +$967K 0.07% 234
2023
Q1 		$3.32M Buy
154,328
+42,483
+38% +$934K 0.06% 287
2022
Q4 		$2.37M Buy
111,845
+45,911
+70% +$973K 0.05% 326
2022
Q3 		$1.36M Buy
65,934
+43,320
+192% +$1.03M 0.03% 401
2022
Q2 		$523K Buy
+22,614
New +$566K 0.01% 632

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

Beacon Pointe Advisors's DFAR Position: Q2 2026 in Review

Beacon Pointe Advisors increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.9% in Q2 2026, buying an estimated $214K and bringing the position to 936,661 shares worth $24.5M. The position accounts for 0.11% of the portfolio, ranked #179.

Beacon Pointe Advisors first reported a position in DFAR in Q2 2022 and has held it in 17 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Beacon Pointe Advisors held 936,661 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $24.5M as of Q2 2026.
  • Beacon Pointe Advisors bought 8,322 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $214K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.11% of Beacon Pointe Advisors's portfolio in Q2 2026, its #179 holding.
  • Beacon Pointe Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2022 and has held it in 17 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.