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Bogart Wealth LLC’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Bogart Wealth LLC’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 		$44.4K Hold
1,697
– – ﹤0.01% 573
2026
Q1 		$40.1K Hold
1,697
– – ﹤0.01% 549
2025
Q4 		$38.9K Hold
1,697
– – ﹤0.01% 531
2025
Q3 		$40.5K Hold
1,697
– – ﹤0.01% 508
2025
Q2 		$39.8K Hold
1,697
– – ﹤0.01% 490
2025
Q1 		$40.3K Hold
1,697
– – ﹤0.01% 460
2024
Q4 		$39.5K Hold
1,697
– – ﹤0.01% 448
2024
Q3 		$43.5K Hold
1,697
– – ﹤0.01% 437
2024
Q2 		$37.5K Hold
1,697
– – ﹤0.01% 449
2024
Q1 		$38K Buy
+1,697
New +$37.4K ﹤0.01% 424

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

Bogart Wealth LLC's DFAR Position: Q2 2026 in Review

Bogart Wealth LLC held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q2 2026 at 1,697 shares worth $44.4K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Bogart Wealth LLC first reported a position in DFAR in Q1 2024 and has held it in 10 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Bogart Wealth LLC held 1,697 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $44.4K as of Q2 2026.
  • Bogart Wealth LLC left its DFA Real Estate Securities Portfolio ETF Class Shares share count unchanged in Q2 2026.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #573 holding.
  • Bogart Wealth LLC first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2024 and has held it in 10 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.