Chevy Chase Trust’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Chevy Chase Trust’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	$235K	Hold	8,984	–	–	﹤0.01%	637
2026 Q1	$212K	Sell	8,984 -969	-10%	-$23.3K	﹤0.01%	634
2025 Q4	$228K	Hold	9,953	–	–	﹤0.01%	626
2025 Q3	$237K	Hold	9,953	–	–	﹤0.01%	618
2025 Q2	$233K	Hold	9,953	–	–	﹤0.01%	622
2025 Q1	$237K	Buy	9,953 +969	+11%	+$22.9K	﹤0.01%	623
2024 Q4	$209K	Hold	8,984	–	–	﹤0.01%	628
2024 Q3	$230K	Buy	+8,984	New	+$217K	﹤0.01%	611
2024 Q2	–	Sell	-8,984	Closed	-$201K	–	616
2024 Q1	$201K	Buy	+8,984	New	+$198K	﹤0.01%	605

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

Chevy Chase Trust's DFAR Position: Q2 2026 in Review

Chevy Chase Trust held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q2 2026 at 8,984 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Chevy Chase Trust first reported a position in DFAR in Q1 2024 and has held it in 9 quarters since. The position peaked at $237K in Q3 2025. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Chevy Chase Trust held 8,984 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $235K as of Q2 2026.
Chevy Chase Trust 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 Chevy Chase Trust's portfolio in Q2 2026, its #637 holding.
Chevy Chase Trust first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2024 and has held it in 9 quarters since.
Chevy Chase Trust's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $237K in Q3 2025.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.