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Citrine Capital’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Citrine Capital’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 		$5.59M Buy
213,752
+26,998
+14% +$694K 2.07% 10
2026
Q1 		$4.42M Buy
186,754
+7,207
+4% +$173K 1.91% 11
2025
Q4 		$4.11M Buy
179,547
+10,140
+6% +$237K 1.91% 11
2025
Q3 		$4.04M Buy
169,407
+12,712
+8% +$300K 1.87% 11
2025
Q2 		$3.68M Sell
156,695
-5,754
-4% -$134K 1.95% 11
2025
Q1 		$3.86M Buy
162,449
+2,052
+1% +$48.4K 2.42% 11
2024
Q4 		$3.73M Buy
+160,397
New +$3.97M 2.75% 10

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
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

Citrine Capital's DFAR Position: Q2 2026 in Review

Citrine Capital increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 14% in Q2 2026, buying an estimated $694K and bringing the position to 213,752 shares worth $5.59M. The position accounts for 2.07% of the portfolio, ranked #10.

Citrine Capital first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Citrine Capital held 213,752 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $5.59M as of Q2 2026.
  • Citrine Capital bought 26,998 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $694K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 2.07% of Citrine Capital's portfolio in Q2 2026, its #10 holding.
  • Citrine Capital first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Citrine Capital's 13F filing for Q2 2026, filed 23 Jul 2026.