Brown Financial Advisory
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Brown Financial Advisory’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Brown Financial Advisory’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
Q1 		– Sell
-119,825
Closed -$2.74M – 51
2025
Q4 		$2.74M Sell
119,825
-25,692
-18% -$602K 1.39% 7
2025
Q3 		$3.47M Sell
145,517
-20,851
-13% -$492K 1.82% 7
2025
Q2 		$3.9M Sell
166,368
-301,257
-64% -$6.99M 2.15% 6
2025
Q1 		$11.1M Sell
467,625
-75,570
-14% -$1.78M 6.94% 4
2024
Q4 		$12.6M Sell
543,195
-32,384
-6% -$802K 8.98% 3
2024
Q3 		$14.8M Sell
575,579
-16,412
-3% -$397K 10.44% 3
2024
Q2 		$13.1M Sell
591,991
-55,304
-9% -$1.19M 10.06% 3
2024
Q1 		$14.5M Sell
647,295
-27,705
-4% -$610K 11.25% 3
2023
Q4 		$15.3M Buy
675,000
+22,368
+3% +$458K 12.5% 3
2023
Q3 		$12.7M Buy
652,632
+32,753
+5% +$695K 11.29% 3
2023
Q2 		$13.3M Buy
619,879
+546,055
+740% +$11.5M 10.89% 3
2023
Q1 		$1.59M Buy
+73,824
New +$1.62M 1.53% 11

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
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Brown Financial Advisory's DFAR Position: Q1 2026 in Review

Brown Financial Advisory sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q1 2026, closing a stake of 119,825 shares — an estimated $2.74M sold.

Brown Financial Advisory first reported a position in DFAR in Q1 2023 and held it in 12 quarters. The position peaked at $15.3M in Q4 2023. 289 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Brown Financial Advisory reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q1 2026 after selling out during the quarter.
  • Brown Financial Advisory sold 119,825 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q1 2026, an estimated $2.74M.
  • Brown Financial Advisory first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2023 and held it in 12 quarters.
  • Brown Financial Advisory's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $15.3M in Q4 2023.
  • 289 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q1 2026.

Based on Brown Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.