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Dynamic Advisor Solutions’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Dynamic Advisor Solutions’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 		$8.07M Sell
308,340
-6,250
-2% -$161K 0.23% 98
2026
Q1 		$7.44M Buy
314,590
+11,610
+4% +$279K 0.23% 95
2025
Q4 		$6.94M Sell
302,980
-110,320
-27% -$2.58M 0.22% 98
2025
Q3 		$9.86M Buy
413,300
+17,419
+4% +$411K 0.29% 81
2025
Q2 		$9.29M Buy
395,881
+8,277
+2% +$192K 0.29% 81
2025
Q1 		$9.21M Buy
387,604
+12,345
+3% +$291K 0.3% 81
2024
Q4 		$8.73M Buy
375,259
+13,250
+4% +$328K 0.38% 62
2024
Q3 		$9.28M Buy
362,009
+10,344
+3% +$250K 0.28% 85
2024
Q2 		$7.77M Buy
351,665
+142,945
+68% +$3.07M 0.24% 91
2024
Q1 		$4.67M Buy
208,720
+19,088
+10% +$421K 0.16% 178
2023
Q4 		$4.24M Buy
189,632
+27,938
+17% +$572K 0.16% 175
2023
Q3 		$3.16M Buy
161,694
+77,341
+92% +$1.64M 0.15% 173
2023
Q2 		$1.82M Buy
84,353
+27,194
+48% +$575K 0.09% 239
2023
Q1 		$1.23M Buy
57,159
+46,560
+439% +$1.02M 0.07% 280
2022
Q4 		$224K Buy
+10,599
New +$225K 0.02% 637

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

Dynamic Advisor Solutions's DFAR Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 2% in Q2 2026, selling an estimated $161K and leaving 308,340 shares worth $8.07M. The position accounts for 0.23% of the portfolio, ranked #98.

Dynamic Advisor Solutions first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.86M in Q3 2025. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Dynamic Advisor Solutions held 308,340 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $8.07M as of Q2 2026.
  • Dynamic Advisor Solutions sold 6,250 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $161K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.23% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #98 holding.
  • Dynamic Advisor Solutions first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • Dynamic Advisor Solutions's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $9.86M in Q3 2025.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.