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

Curio 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	$7.85M	Buy	300,258 +15,459	+5%	+$397K	2.44%	10
2026 Q1	$6.74M	Buy	284,799 +16,829	+6%	+$405K	2.3%	10
2025 Q4	$6.15M	Buy	267,970 +24,670	+10%	+$578K	2.18%	10
2025 Q3	$5.8M	Buy	243,300 +15,698	+7%	+$370K	2.38%	10
2025 Q2	$5.34M	Buy	227,602 +227,138	+48,952%	+$5.27M	2.34%	8
2025 Q1	$4.93M	Sell	464 -207,105	-100%	-$4.88M	2.57%	7
2024 Q4	$4.83M	Buy	+207,569	New	+$5.14M	2.6%	8

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 $2.57B AUM 21.7% 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 $625M AUM 16.29% 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

Curio Wealth's DFAR Position: Q2 2026 in Review

Curio Wealth increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 5.4% in Q2 2026, buying an estimated $397K and bringing the position to 300,258 shares worth $7.85M. The position accounts for 2.44% of the portfolio, ranked #10.

Curio Wealth 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.

Curio Wealth held 300,258 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $7.85M as of Q2 2026.
Curio Wealth bought 15,459 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $397K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 2.44% of Curio Wealth's portfolio in Q2 2026, its #10 holding.
Curio Wealth 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 Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.