Burk Holdings’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Burk Holdings’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	$4.27M	Buy	163,133 +648	+0.4%	+$16.7K	1.58%	19
2026 Q1	$3.84M	Buy	162,485 +21,147	+15%	+$508K	1.65%	19
2025 Q4	$3.24M	Buy	141,338 +32,800	+30%	+$768K	1.54%	19
2025 Q3	$2.59M	Buy	108,538 +14,797	+16%	+$349K	1.38%	23
2025 Q2	$2.2M	Buy	93,741 +27,107	+41%	+$629K	1.38%	23
2025 Q1	$1.58M	Buy	66,634 +15,487	+30%	+$365K	1.2%	22
2024 Q4	$1.19M	Buy	+51,147	New	+$1.27M	0.96%	23

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Burk Holdings's DFAR Position: Q2 2026 in Review

Burk Holdings increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.4% in Q2 2026, buying an estimated $16.7K and bringing the position to 163,133 shares worth $4.27M. The position accounts for 1.58% of the portfolio, ranked #19.

Burk Holdings first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Burk Holdings held 163,133 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $4.27M as of Q2 2026.
Burk Holdings bought 648 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $16.7K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 1.58% of Burk Holdings's portfolio in Q2 2026, its #19 holding.
Burk Holdings first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.