Envestnet Asset Management
DFAR icon

Envestnet Asset Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Envestnet Asset 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
2026
Q2 		$4.56M Buy
174,214
+4,129
+2% +$106K ﹤0.01% 2532
2026
Q1 		$4.02M Buy
170,085
+88,710
+109% +$2.13M ﹤0.01% 2490
2025
Q4 		$1.86M Sell
81,375
-73,049
-47% -$1.71M ﹤0.01% 2884
2025
Q3 		$3.68M Buy
154,424
+20,095
+15% +$474K ﹤0.01% 2467
2025
Q2 		$3.15M Sell
134,329
-16,166
-11% -$375K ﹤0.01% 2513
2025
Q1 		$3.58M Buy
150,495
+21,297
+16% +$502K ﹤0.01% 2356
2024
Q4 		$3.01M Buy
129,198
+35,407
+38% +$877K ﹤0.01% 2441
2024
Q3 		$2.4M Buy
93,791
+10,549
+13% +$255K ﹤0.01% 2529
2024
Q2 		$1.84M Buy
83,242
+13,301
+19% +$286K ﹤0.01% 2652
2024
Q1 		$1.56M Buy
69,941
+6,620
+10% +$146K ﹤0.01% 2734
2023
Q4 		$1.44M Buy
63,321
+5,924
+10% +$121K ﹤0.01% 2666
2023
Q3 		$1.12M Sell
57,397
-19,181
-25% -$407K ﹤0.01% 2733
2023
Q2 		$1.65M Buy
76,578
+26,976
+54% +$570K ﹤0.01% 2405
2023
Q1 		$1.07M Buy
49,602
+4,737
+11% +$104K ﹤0.01% 2631
2022
Q4 		$949K Buy
+44,865
New +$951K ﹤0.01% 2685

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

Envestnet Asset Management's DFAR Position: Q2 2026 in Review

Envestnet Asset Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 2.4% in Q2 2026, buying an estimated $106K and bringing the position to 174,214 shares worth $4.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2532.

Envestnet Asset Management first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Envestnet Asset Management held 174,214 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $4.56M as of Q2 2026.
  • Envestnet Asset Management bought 4,129 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $106K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2532 holding.
  • Envestnet Asset Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.