CA
DFAR icon

CGN Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

CGN Advisors’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 		$1.65M Buy
63,090
+794
+1% +$20.4K 0.12% 153
2026
Q1 		$1.47M Buy
62,296
+1,894
+3% +$45.5K 0.12% 154
2025
Q4 		$1.38M Buy
60,402
+1,768
+3% +$41.4K 0.11% 155
2025
Q3 		$1.4M Buy
58,634
+572
+1% +$13.5K 0.12% 150
2025
Q2 		$1.36M Sell
58,062
-12,723
-18% -$295K 0.12% 150
2025
Q1 		$1.68M Buy
70,785
+1,659
+2% +$39.1K 0.16% 130
2024
Q4 		$1.61M Buy
69,126
+1,826
+3% +$45.2K 0.16% 127
2024
Q3 		$1.73M Buy
67,300
+873
+1% +$21.1K 0.17% 126
2024
Q2 		$1.47M Buy
66,427
+4,305
+7% +$92.5K 0.17% 129
2024
Q1 		$1.39M Buy
62,122
+1,007
+2% +$22.2K 0.18% 132
2023
Q4 		$1.39M Buy
61,115
+10,429
+21% +$214K 0.19% 126
2023
Q3 		$989K Buy
50,686
+342
+0.7% +$7.25K 0.13% 145
2023
Q2 		$1.08M Buy
50,344
+17,098
+51% +$362K 0.16% 132
2023
Q1 		$714K Buy
33,246
+9,253
+39% +$203K 0.11% 151
2022
Q4 		$507K Buy
+23,993
New +$508K 0.09% 167

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
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
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
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

CGN Advisors's DFAR Position: Q2 2026 in Review

CGN Advisors increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 1.3% in Q2 2026, buying an estimated $20.4K and bringing the position to 63,090 shares worth $1.65M. The position accounts for 0.12% of the portfolio, ranked #153.

CGN Advisors first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.73M in Q3 2024. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • CGN Advisors held 63,090 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.65M as of Q2 2026.
  • CGN Advisors bought 794 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $20.4K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.12% of CGN Advisors's portfolio in Q2 2026, its #153 holding.
  • CGN Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • CGN Advisors's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.73M 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 CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.