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Diversify Advisory Services’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Diversify Advisory Services’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 		$5.16M Buy
+189,461
New +$4.87M 0.09% 219
2026
Q1 		– Sell
-24,425
Closed -$585K – 366
2025
Q4 		$585K Buy
+24,425
New +$572K 0.02% 557

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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
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
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
SC
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

Diversify Advisory Services's DFAR Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2026: 189,461 shares worth $5.16M. The stake represents 0.09% of the portfolio and ranks #219 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in DFAR as recently as Q4 2025.

Diversify Advisory Services first reported a position in DFAR in Q4 2025 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Diversify Advisory Services held 189,461 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $5.16M as of Q2 2026.
  • DFA Real Estate Securities Portfolio ETF Class Shares was a new Diversify Advisory Services position in Q2 2026.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.09% of Diversify Advisory Services's portfolio in Q2 2026, its #219 holding.
  • Diversify Advisory Services first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2025 and has held it in 2 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.