Blue Trust Inc
DFAR icon

Blue Trust Inc’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Blue Trust Inc’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 		– Sell
-10,428
Closed -$247K – 2493
2026
Q1 		$247K Buy
10,428
+460
+5% +$11.1K ﹤0.01% 705
2025
Q4 		$228K Sell
9,968
-121
-1% -$2.83K ﹤0.01% 732
2025
Q3 		$241K Buy
10,089
+544
+6% +$12.8K ﹤0.01% 734
2025
Q2 		$224K Buy
9,545
+2,899
+44% +$67.3K ﹤0.01% 729
2025
Q1 		$158K Hold
6,646
– – ﹤0.01% 799
2024
Q4 		$155K Buy
6,646
+1,527
+30% +$37.8K ﹤0.01% 744
2024
Q3 		$113K Hold
5,119
– – ﹤0.01% 1151
2024
Q2 		$115K Hold
5,119
– – ﹤0.01% 920
2024
Q1 		$115K Buy
5,119
+1,489
+41% +$32.8K ﹤0.01% 674
2023
Q4 		$71K Buy
3,630
+2,774
+324% +$56.8K ﹤0.01% 813
2023
Q3 		$18K Sell
856
-1,669
-66% -$35.4K ﹤0.01% 1209
2023
Q2 		$54K Buy
+2,525
New +$53.4K ﹤0.01% 673

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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 $257M AUM 14.41% 1-Year Est. Return

Blue Trust Inc's DFAR Position: Q2 2026 in Review

Blue Trust Inc sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2026, closing a stake of 10,428 shares — an estimated $247K sold.

Blue Trust Inc first reported a position in DFAR in Q2 2023 and held it in 12 quarters. The position peaked at $247K in Q1 2026. 302 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Blue Trust Inc reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 10,428 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $247K.
  • Blue Trust Inc first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2023 and held it in 12 quarters.
  • Blue Trust Inc's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $247K in Q1 2026.
  • 302 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.