Evanson Asset Management
DFAR icon

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

Evanson 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
Q1 		$3.8M Buy
160,500
+176
+0.1% +$4.23K 0.2% 52
2025
Q4 		$3.67M Buy
160,324
+2,124
+1% +$49.7K 0.2% 55
2025
Q3 		$3.77M Buy
158,200
+1,034
+0.7% +$24.4K 0.21% 51
2025
Q2 		$3.69M Buy
157,166
+6,024
+4% +$140K 0.23% 49
2025
Q1 		$3.59M Sell
151,142
-69,752
-32% -$1.65M 0.25% 47
2024
Q4 		$5.14M Buy
220,894
+7,398
+3% +$183K 0.35% 39
2024
Q3 		$5.47M Buy
213,496
+20,697
+11% +$501K 0.39% 38
2024
Q2 		$4.26M Buy
192,799
+37,312
+24% +$801K 0.31% 40
2024
Q1 		$3.48M Buy
155,487
+24,934
+19% +$549K 0.26% 47
2023
Q4 		$2.97M Buy
130,553
+15,735
+14% +$322K 0.24% 49
2023
Q3 		$2.24M Buy
114,818
+29,687
+35% +$630K 0.21% 53
2023
Q2 		$1.83M Buy
85,131
+29,853
+54% +$631K 0.17% 65
2023
Q1 		$1.19M Buy
55,278
+20,323
+58% +$447K 0.12% 85
2022
Q4 		$739K Buy
34,955
+14,822
+74% +$314K 0.08% 115
2022
Q3 		$414K Hold
20,133
– – 0.05% 169
2022
Q2 		$465K Buy
20,133
+10,565
+110% +$264K 0.05% 166
2022
Q1 		$259K Buy
+9,568
New +$249K 0.03% 241

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
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Evanson Asset Management's DFAR Position: Q1 2026 in Review

Evanson Asset Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.11% in Q1 2026, buying an estimated $4.23K and bringing the position to 160,500 shares worth $3.8M. The position accounts for 0.2% of the portfolio, ranked #52.

Evanson Asset Management first reported a position in DFAR in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.47M in Q3 2024. 289 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Evanson Asset Management held 160,500 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $3.8M as of Q1 2026.
  • Evanson Asset Management bought 176 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q1 2026, an estimated $4.23K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.2% of Evanson Asset Management's portfolio in Q1 2026, its #52 holding.
  • Evanson Asset Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2022 and has held it in 17 quarters since.
  • Evanson Asset Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $5.47M in Q3 2024.
  • 289 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.