Caprock Group’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Caprock Group’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	$732K	Hold	27,988	–	–	0.01%	732
2026 Q1	$662K	Hold	27,988	–	–	0.02%	658
2025 Q4	$641K	Hold	27,988	–	–	0.01%	738
2025 Q3	$668K	Buy	+27,988	New	+$660K	0.02%	704
2025 Q1	$676K	Buy	28,427 +506	+2%	+$11.9K	0.02%	603
2024 Q4	$650K	Hold	27,921	–	–	0.02%	541
2024 Q3	$716K	Buy	+27,921	New	+$676K	0.03%	478

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

Caprock Group's DFAR Position: Q2 2026 in Review

Caprock Group held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q2 2026 at 27,988 shares worth $732K. The position accounts for 0.01% of the portfolio, ranked #732.

Caprock Group first reported a position in DFAR in Q3 2024 and has held it in 7 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Caprock Group held 27,988 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $732K as of Q2 2026.
Caprock Group 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 Caprock Group's portfolio in Q2 2026, its #732 holding.
Caprock Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 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 Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.