Commonwealth Equity Services
DFAR icon

Commonwealth Equity Services’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Commonwealth Equity 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
2026
Q2 		$2.42M Sell
92,572
-1,559
-2% -$40.1K ﹤0.01% 1944
2026
Q1 		$2.23M Sell
94,131
-12,556
-12% -$302K ﹤0.01% 1917
2025
Q4 		$2.44M Sell
106,687
-44,767
-30% -$1.05M ﹤0.01% 1824
2025
Q3 		$3.61M Sell
151,454
-26,919
-15% -$635K ﹤0.01% 1579
2025
Q2 		$4.18M Sell
178,373
-213,875
-55% -$4.97M 0.01% 1448
2025
Q1 		$9.32M Sell
392,248
-3,536
-0.9% -$83.4K 0.01% 906
2024
Q4 		$9.21M Buy
395,784
+17,226
+5% +$426K 0.01% 871
2024
Q3 		$9.7M Buy
378,558
+3,745
+1% +$90.7K 0.01% 841
2024
Q2 		$8.28M Buy
374,813
+21,345
+6% +$458K 0.01% 895
2024
Q1 		$7.91M Buy
353,468
+22,140
+7% +$488K 0.01% 906
2023
Q4 		$7.53M Buy
331,328
+45,621
+16% +$935K 0.01% 872
2023
Q3 		$5.58M Buy
285,707
+25,494
+10% +$541K 0.01% 980
2023
Q2 		$5.6M Buy
260,213
+49,549
+24% +$1.05M 0.01% 969
2023
Q1 		$4.53M Buy
210,664
+51,833
+33% +$1.14M 0.01% 1053
2022
Q4 		$3.36M Buy
158,831
+70,418
+80% +$1.49M 0.01% 1183
2022
Q3 		$1.82M Buy
88,413
+55,161
+166% +$1.31M ﹤0.01% 1485
2022
Q2 		$768K Buy
33,252
+23,385
+237% +$585K ﹤0.01% 2096
2022
Q1 		$267K Buy
+9,867
New +$257K ﹤0.01% 3072

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
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 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
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Commonwealth Equity Services's DFAR Position: Q2 2026 in Review

Commonwealth Equity Services reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 1.7% in Q2 2026, selling an estimated $40.1K and leaving 92,572 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Commonwealth Equity Services first reported a position in DFAR in Q1 2022 and has held it in 18 quarters since. The position peaked at $9.7M in Q3 2024. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Commonwealth Equity Services held 92,572 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $2.42M as of Q2 2026.
  • Commonwealth Equity Services sold 1,559 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $40.1K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1944 holding.
  • Commonwealth Equity Services first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2022 and has held it in 18 quarters since.
  • Commonwealth Equity Services's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $9.7M 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 Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.