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

Dodds 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 		$270K Hold
10,315
– – 0.06% 51
2026
Q1 		$244K Hold
10,315
– – 0.06% 51
2025
Q4 		$236K Hold
10,315
– – 0.06% 52
2025
Q3 		$246K Hold
10,315
– – 0.06% 53
2025
Q2 		$242K Hold
10,315
– – 0.06% 52
2025
Q1 		$245K Hold
10,315
– – 0.08% 53
2024
Q4 		$240K Hold
10,315
– – 0.08% 54
2024
Q3 		$255K Sell
10,315
-7,689
-43% -$186K 0.08% 50
2024
Q2 		$399K Hold
18,004
– – 0.16% 38
2024
Q1 		$403K Buy
18,004
+740
+4% +$16.3K 0.16% 38
2023
Q4 		$393K Buy
+17,264
New +$354K 0.2% 41

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

Dodds Wealth's DFAR Position: Q2 2026 in Review

Dodds Wealth held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q2 2026 at 10,315 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #51.

Dodds Wealth first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $403K in Q1 2024. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Dodds Wealth held 10,315 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $270K as of Q2 2026.
  • Dodds Wealth left its DFA Real Estate Securities Portfolio ETF Class Shares share count unchanged in Q2 2026.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.06% of Dodds Wealth's portfolio in Q2 2026, its #51 holding.
  • Dodds 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.
  • Dodds Wealth's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $403K in Q1 2024.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Dodds Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.