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CFS Investment Advisory Services’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

CFS Investment Advisory Services’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
2025
Q2 		– Sell
-9,231
Closed -$219K – 329
2025
Q1 		$219K Sell
9,231
-4,596
-33% -$108K 0.02% 295
2024
Q4 		$322K Buy
13,827
+65
+0.5% +$1.61K 0.03% 250
2024
Q3 		$353K Buy
13,762
+132
+1% +$3.2K 0.03% 231
2024
Q2 		$301K Buy
13,630
+155
+1% +$3.33K 0.02% 218
2024
Q1 		$301K Sell
13,475
-1,914
-12% -$42.2K 0.05% 136
2023
Q4 		$350K Sell
15,389
-623
-4% -$12.8K 0.06% 124
2023
Q3 		$313K Buy
16,012
+16
+0.1% +$339 0.05% 146
2023
Q2 		$344K Sell
15,996
-358
-2% -$7.57K 0.04% 200
2023
Q1 		$351K Buy
16,354
+2,031
+14% +$44.7K 0.06% 114
2022
Q4 		$303K Buy
14,323
+603
+4% +$12.8K 0.07% 101
2022
Q3 		$282K Buy
+13,720
New +$326K 0.07% 97

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

CFS Investment Advisory Services's DFAR Position: Q2 2025 in Review

CFS Investment Advisory Services sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2025, closing a stake of 9,231 shares — an estimated $219K sold.

CFS Investment Advisory Services first reported a position in DFAR in Q3 2022 and held it in 11 quarters. The position peaked at $353K in Q3 2024. 257 funds tracked by Wall St. Rank hold DFAR as of Q2 2025.

  • CFS Investment Advisory Services reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2025 after selling out during the quarter.
  • CFS Investment Advisory Services sold 9,231 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2025, an estimated $219K.
  • CFS Investment Advisory Services first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2022 and held it in 11 quarters.
  • CFS Investment Advisory Services's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $353K in Q3 2024.
  • 257 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2025.

Based on CFS Investment Advisory Services's 13F filing for Q2 2025, filed 11 Aug 2025.