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

Elevate Wealth Advisory’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 		$441K Sell
16,869
-331
-2% -$8.51K 0.25% 51
2026
Q1 		$407K Sell
17,200
-299
-2% -$7.19K 0.26% 53
2025
Q4 		$401K Sell
17,499
-414
-2% -$9.7K 0.27% 50
2025
Q3 		$427K Hold
17,913
– – 0.31% 48
2025
Q2 		$420K Hold
17,913
– – 0.3% 49
2025
Q1 		$426K Buy
17,913
+215
+1% +$5.07K 0.3% 52
2024
Q4 		$412K Buy
17,698
+4,163
+31% +$103K 0.31% 46
2024
Q3 		$347K Hold
13,535
– – 0.26% 49
2024
Q2 		$299K Buy
13,535
+236
+2% +$5.07K 0.24% 50
2024
Q1 		$297K Buy
13,299
+1,833
+16% +$40.4K 0.26% 47
2023
Q4 		$261K Buy
+11,466
New +$235K 0.24% 50

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
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
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
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Elevate Wealth Advisory's DFAR Position: Q2 2026 in Review

Elevate Wealth Advisory reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 1.9% in Q2 2026, selling an estimated $8.51K and leaving 16,869 shares worth $441K. The position accounts for 0.25% of the portfolio, ranked #51.

Elevate Wealth Advisory first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. 302 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Elevate Wealth Advisory held 16,869 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $441K as of Q2 2026.
  • Elevate Wealth Advisory sold 331 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $8.51K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.25% of Elevate Wealth Advisory's portfolio in Q2 2026, its #51 holding.
  • Elevate Wealth Advisory first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
  • 302 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.