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CarsonAllaria Wealth Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

CarsonAllaria Wealth Management’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 		$2.6M Buy
99,348
+2,383
+2% +$61.2K 1.13% 20
2026
Q1 		$2.29M Sell
96,965
-7,849
-7% -$189K 1.13% 20
2025
Q4 		$2.4M Buy
104,814
+3,724
+4% +$87.2K 1.19% 21
2025
Q3 		$2.41M Buy
101,090
+1,524
+2% +$35.9K 1.25% 21
2025
Q2 		$2.34M Sell
99,566
-19,520
-16% -$453K 1.25% 21
2025
Q1 		$2.83M Buy
119,086
+168
+0.1% +$3.96K 1.64% 19
2024
Q4 		$2.77M Buy
118,918
+4,522
+4% +$112K 1.58% 19
2024
Q3 		$2.93M Sell
114,396
-553
-0.5% -$13.4K 1.68% 19
2024
Q2 		$2.54M Buy
114,949
+6,322
+6% +$136K 1.55% 19
2024
Q1 		$2.43M Buy
108,627
+19,202
+21% +$423K 1.53% 18
2023
Q4 		$2.03M Buy
89,425
+13,807
+18% +$283K 1.46% 18
2023
Q3 		$1.48M Buy
75,618
+19,568
+35% +$415K 1.2% 21
2023
Q2 		$1.21M Buy
56,050
+6,303
+13% +$133K 0.95% 22
2023
Q1 		$1.07M Buy
49,747
+2,190
+5% +$48.2K 0.9% 23
2022
Q4 		$1.01M Buy
47,557
+13,018
+38% +$276K 0.88% 22
2022
Q3 		$710K Buy
34,539
+17,506
+103% +$415K 0.66% 22
2022
Q2 		$394K Buy
17,033
+16,604
+3,870% +$415K 0.37% 35
2022
Q1 		$12K Buy
+429
New +$11.2K 0.01% 185

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
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Vise Technologies
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
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Savant Capital
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

CarsonAllaria Wealth Management's DFAR Position: Q2 2026 in Review

CarsonAllaria Wealth Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 2.5% in Q2 2026, buying an estimated $61.2K and bringing the position to 99,348 shares worth $2.6M. The position accounts for 1.13% of the portfolio, ranked #20.

CarsonAllaria Wealth Management first reported a position in DFAR in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.93M in Q3 2024. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • CarsonAllaria Wealth Management held 99,348 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $2.6M as of Q2 2026.
  • CarsonAllaria Wealth Management bought 2,383 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $61.2K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 1.13% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #20 holding.
  • CarsonAllaria Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2022 and has held it in 18 quarters since.
  • CarsonAllaria Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $2.93M in Q3 2024.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.