Beaird Harris Wealth Management
DFAR icon

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

Beaird Harris 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
2026
Q2 		$6.76M Sell
258,386
-159,125
-38% -$4.09M 0.42% 33
2026
Q1 		$9.9M Sell
417,511
-104,423
-20% -$2.51M 0.67% 26
2025
Q4 		$12M Sell
521,934
-557,752
-52% -$13.1M 0.82% 23
2025
Q3 		$25.8M Sell
1,079,686
-708,956
-40% -$16.7M 1.83% 19
2025
Q2 		$42M Buy
1,788,642
+56,371
+3% +$1.31M 3.25% 11
2025
Q1 		$41.2M Buy
1,732,271
+51,100
+3% +$1.21M 3.5% 11
2024
Q4 		$39.1M Buy
1,681,171
+54,549
+3% +$1.35M 3.38% 12
2024
Q3 		$41.7M Sell
1,626,622
-51,153
-3% -$1.24M 3.64% 9
2024
Q2 		$37.1M Sell
1,677,775
-133,242
-7% -$2.86M 3.49% 11
2024
Q1 		$40.5M Buy
1,811,017
+88,194
+5% +$1.94M 3.95% 9
2023
Q4 		$39.2M Buy
1,722,823
+54,403
+3% +$1.11M 4.11% 8
2023
Q3 		$32.6M Sell
1,668,420
-6,778
-0.4% -$144K 3.9% 11
2023
Q2 		$36.1M Buy
1,675,198
+109,601
+7% +$2.32M 4.32% 7
2023
Q1 		$33.6M Buy
1,565,597
+67,925
+5% +$1.49M 6.04% 5
2022
Q4 		$31.7M Buy
1,497,672
+219,694
+17% +$4.66M 5.92% 5
2022
Q3 		$26.3M Buy
1,277,978
+349,545
+38% +$8.3M 5.76% 5
2022
Q2 		$21.5M Buy
928,433
+904,231
+3,736% +$22.6M 5.91% 6
2022
Q1 		$656K Buy
+24,202
New +$630K 0.24% 41

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
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Beaird Harris Wealth Management's DFAR Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 38% in Q2 2026, selling an estimated $4.09M and leaving 258,386 shares worth $6.76M. The position accounts for 0.42% of the portfolio, ranked #33.

Beaird Harris Wealth Management first reported a position in DFAR in Q1 2022 and has held it in 18 quarters since. The position peaked at $42M in Q2 2025. 302 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Beaird Harris Wealth Management held 258,386 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $6.76M as of Q2 2026.
  • Beaird Harris Wealth Management sold 159,125 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $4.09M.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.42% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Beaird Harris Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2022 and has held it in 18 quarters since.
  • Beaird Harris Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $42M in Q2 2025.
  • 302 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.