D.J. St. Germain’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

D.J. St. Germain’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	$18	Buy	+1	New	+$26	﹤0.01%	897

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

RFP

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

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

D.J. St. Germain's DFAR Position: Q2 2026 in Review

D.J. St. Germain opened a new position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2026: 1 share worth $18. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings.

301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

D.J. St. Germain held 1 share of DFA Real Estate Securities Portfolio ETF Class Shares worth $18 as of Q2 2026.
DFA Real Estate Securities Portfolio ETF Class Shares was a new D.J. St. Germain position in Q2 2026.
DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #897 holding.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.