D.A. Davidson & Co
DFAR icon

D.A. Davidson & Co’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

D.A. Davidson & Co’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 		$283K Sell
10,807
-1,000
-8% -$25.7K ﹤0.01% 1418
2026
Q1 		$279K Buy
11,807
+2,000
+20% +$48.1K ﹤0.01% 1381
2025
Q4 		$225K Buy
+9,807
New +$230K ﹤0.01% 1425

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

D.A. Davidson & Co's DFAR Position: Q2 2026 in Review

D.A. Davidson & Co reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 8.5% in Q2 2026, selling an estimated $25.7K and leaving 10,807 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

D.A. Davidson & Co first reported a position in DFAR in Q4 2025 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • D.A. Davidson & Co held 10,807 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $283K as of Q2 2026.
  • D.A. Davidson & Co sold 1,000 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $25.7K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q2 2026, its #1418 holding.
  • D.A. Davidson & Co first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
  • 302 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.