Creative Planning
DFAR icon

Creative Planning’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Creative Planning’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 		$4.04M Sell
154,582
-5,033
-3% -$129K ﹤0.01% 1564
2026
Q1 		$3.77M Buy
159,615
+81,353
+104% +$1.96M ﹤0.01% 1406
2025
Q4 		$1.79M Sell
78,262
-2,513
-3% -$58.8K ﹤0.01% 1810
2025
Q3 		$1.93M Buy
80,775
+271
+0.3% +$6.39K ﹤0.01% 1575
2025
Q2 		$1.89M Sell
80,504
-135
-0.2% -$3.13K ﹤0.01% 1366
2025
Q1 		$1.92M Sell
80,639
-9,766
-11% -$230K ﹤0.01% 1200
2024
Q4 		$2.1M Sell
90,405
-4,219
-4% -$104K ﹤0.01% 1104
2024
Q3 		$2.43M Buy
94,624
+2,108
+2% +$51K ﹤0.01% 963
2024
Q2 		$2.04M Buy
92,516
+51,297
+124% +$1.1M ﹤0.01% 975
2024
Q1 		$922K Buy
41,219
+7,168
+21% +$158K ﹤0.01% 1387
2023
Q4 		$774K Buy
+34,051
New +$698K ﹤0.01% 1395

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

Creative Planning's DFAR Position: Q2 2026 in Review

Creative Planning reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 3.2% in Q2 2026, selling an estimated $129K and leaving 154,582 shares worth $4.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Creative Planning first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. 302 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Creative Planning held 154,582 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $4.04M as of Q2 2026.
  • Creative Planning sold 5,033 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $129K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1564 holding.
  • Creative Planning first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
  • 302 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.