Cerity Partners
DFAR icon

Cerity Partners’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Cerity Partners’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 		$504K Buy
19,252
+20
+0.1% +$514 ﹤0.01% 2417
2026
Q1 		$455K Buy
+19,232
New +$462K ﹤0.01% 2353

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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

Cerity Partners's DFAR Position: Q2 2026 in Review

Cerity Partners increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.1% in Q2 2026, buying an estimated $514 and bringing the position to 19,252 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #2417.

Cerity Partners first reported a position in DFAR in Q1 2026 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Cerity Partners held 19,252 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $504K as of Q2 2026.
  • Cerity Partners bought 20 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $514.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2417 holding.
  • Cerity Partners first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2026 and has held it in 2 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.