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Burton Enright Welch’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Burton Enright Welch’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 		$19.6M Buy
750,411
+52,294
+7% +$1.34M 2.31% 12
2026
Q1 		$16.5M Buy
698,117
+23,138
+3% +$556K 2.24% 13
2025
Q4 		$15.5M Buy
674,979
+45,411
+7% +$1.06M 2.18% 12
2025
Q3 		$15M Buy
629,568
+34,379
+6% +$811K 2.27% 12
2025
Q2 		$14M Buy
595,189
+20,321
+4% +$472K 2.42% 13
2025
Q1 		$13.7M Buy
574,868
+9,828
+2% +$232K 2.78% 11
2024
Q4 		$13.1M Buy
565,040
+12,371
+2% +$306K 2.76% 8
2024
Q3 		$14.2M Buy
552,669
+2,141
+0.4% +$51.8K 3.04% 8
2024
Q2 		$12.2M Sell
550,528
-1,368
-0.2% -$29.4K 2.8% 9
2024
Q1 		$12.3M Buy
551,896
+9,476
+2% +$209K 2.97% 9
2023
Q4 		$12.3M Sell
542,420
-81,966
-13% -$1.68M 3.29% 9
2023
Q3 		$12.2M Buy
624,386
+64,268
+11% +$1.36M 3.76% 9
2023
Q2 		$12.1M Buy
560,118
+37,620
+7% +$795K 3.76% 9
2023
Q1 		$11.2M Sell
522,498
-45,089
-8% -$992K 4.28% 8
2022
Q4 		$12M Buy
567,587
+23,742
+4% +$503K 4.99% 6
2022
Q3 		$11.2M Buy
543,845
+131,755
+32% +$3.13M 5.55% 5
2022
Q2 		$9.52M Sell
412,090
-126,071
-23% -$3.15M 5.72% 4
2022
Q1 		$14.6M Buy
+538,161
New +$14M 8.05% 3

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

Burton Enright Welch's DFAR Position: Q2 2026 in Review

Burton Enright Welch increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 7.5% in Q2 2026, buying an estimated $1.34M and bringing the position to 750,411 shares worth $19.6M. The position accounts for 2.31% of the portfolio, ranked #12.

Burton Enright Welch first reported a position in DFAR in Q1 2022 and has held it in 18 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Burton Enright Welch held 750,411 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $19.6M as of Q2 2026.
  • Burton Enright Welch bought 52,294 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.34M.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 2.31% of Burton Enright Welch's portfolio in Q2 2026, its #12 holding.
  • Burton Enright Welch first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2022 and has held it in 18 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.