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

Drive Wealth Management’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
2025
Q2 		– Sell
-12,450
Closed -$296K – 350
2025
Q1 		$296K Sell
12,450
-384
-3% -$9.06K 0.07% 225
2024
Q4 		$299K Sell
12,834
-3,035
-19% -$75.1K 0.07% 215
2024
Q3 		$407K Sell
15,869
-7,785
-33% -$188K 0.11% 160
2024
Q2 		$523K Sell
23,654
-3,179
-12% -$68.3K 0.14% 125
2024
Q1 		$600K Sell
26,833
-8,442
-24% -$186K 0.17% 109
2023
Q4 		$802K Sell
35,275
-10,183
-22% -$209K 0.26% 79
2023
Q3 		$887K Sell
45,458
-15,451
-25% -$328K 0.32% 65
2023
Q2 		$1.31M Sell
60,909
-30,679
-33% -$649K 0.49% 46
2023
Q1 		$1.97M Buy
91,588
+21,625
+31% +$476K 0.82% 24
2022
Q4 		$1.48M Buy
69,963
+30,882
+79% +$654K 0.74% 30
2022
Q3 		$804K Buy
39,081
+21,750
+125% +$516K 0.76% 28
2022
Q2 		$401K Buy
+17,331
New +$433K 0.37% 78

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Beaird Harris Wealth Management
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
Rather & Kittrell
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Drive Wealth Management's DFAR Position: Q2 2025 in Review

Drive Wealth Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2025, closing a stake of 12,450 shares — an estimated $296K sold.

Drive Wealth Management first reported a position in DFAR in Q2 2022 and held it in 12 quarters. The position peaked at $1.97M in Q1 2023. 257 funds tracked by Wall St. Rank hold DFAR as of Q2 2025.

  • Drive Wealth Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2025 after selling out during the quarter.
  • Drive Wealth Management sold 12,450 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2025, an estimated $296K.
  • Drive Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2022 and held it in 12 quarters.
  • Drive Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.97M in Q1 2023.
  • 257 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2025.

Based on Drive Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.