EnRich Financial Partners’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

EnRich Financial Partners’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	$296K	Sell	11,324 -1,683	-13%	-$43.3K	0.07%	56
2026 Q1	$308K	Sell	13,007 -8	-0.1%	-$192	0.08%	52
2025 Q4	$298K	Buy	13,015 +875	+7%	+$20.5K	0.08%	54
2025 Q3	$290K	Hold	12,140	–	–	0.08%	52
2025 Q2	$285K	Hold	12,140	–	–	0.09%	50
2025 Q1	$289K	Hold	12,140	–	–	0.1%	45
2024 Q4	$282K	Hold	12,140	–	–	0.09%	43
2024 Q3	$311K	Hold	12,140	–	–	0.1%	42
2024 Q2	$268K	Buy	12,140 +569	+5%	+$12.2K	0.1%	47
2024 Q1	$259K	Buy	+11,571	New	+$255K	0.1%	44

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

EnRich Financial Partners's DFAR Position: Q2 2026 in Review

EnRich Financial Partners reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 13% in Q2 2026, selling an estimated $43.3K and leaving 11,324 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #56.

EnRich Financial Partners first reported a position in DFAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $311K in Q3 2024. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

EnRich Financial Partners held 11,324 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $296K as of Q2 2026.
EnRich Financial Partners sold 1,683 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $43.3K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.07% of EnRich Financial Partners's portfolio in Q2 2026, its #56 holding.
EnRich Financial Partners first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2024 and has held it in 10 quarters since.
EnRich Financial Partners's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $311K in Q3 2024.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.