Crestmont Private Wealth
DFAR icon

Crestmont Private Wealth’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Crestmont Private Wealth’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 		$10.2M Buy
390,810
+51,661
+15% +$1.33M 2.87% 10
2026
Q1 		$8.02M Buy
339,149
+8,862
+3% +$213K 2.53% 10
2025
Q4 		$7.56M Sell
330,287
-2,343
-0.7% -$54.9K 2.46% 10
2025
Q3 		$7.93M Buy
332,630
+3,336
+1% +$78.7K 2.62% 10
2025
Q2 		$7.73M Sell
329,294
-8,558
-3% -$199K 2.79% 10
2025
Q1 		$8.03M Sell
337,852
-25,915
-7% -$611K 3.48% 8
2024
Q4 		$8.46M Buy
363,767
+10,074
+3% +$249K 3.81% 9
2024
Q3 		$9.07M Buy
353,693
+2,330
+0.7% +$56.4K 3.96% 7
2024
Q2 		$7.77M Sell
351,363
-15,343
-4% -$330K 3.74% 8
2024
Q1 		$8.2M Sell
366,706
-23,764
-6% -$524K 4.07% 8
2023
Q4 		$8.88M Buy
+390,470
New +$8M 4.52% 8

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 $2.57B 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
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 $625M AUM 16.29% 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
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Crestmont Private Wealth's DFAR Position: Q2 2026 in Review

Crestmont Private Wealth increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 15% in Q2 2026, buying an estimated $1.33M and bringing the position to 390,810 shares worth $10.2M. The position accounts for 2.87% of the portfolio, ranked #10.

Crestmont Private Wealth first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Crestmont Private Wealth held 390,810 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $10.2M as of Q2 2026.
  • Crestmont Private Wealth bought 51,661 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.33M.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 2.87% of Crestmont Private Wealth's portfolio in Q2 2026, its #10 holding.
  • Crestmont Private Wealth first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.