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EverSource Wealth Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

EverSource Wealth Advisors’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 		$25.6K Sell
978
-179
-15% -$4.6K ﹤0.01% 2255
2026
Q1 		$27.4K Hold
1,157
– – ﹤0.01% 2302
2025
Q4 		$26.5K Buy
1,157
+3
+0.3% +$70 ﹤0.01% 2198
2025
Q3 		$27.5K Buy
1,154
+517
+81% +$12.2K ﹤0.01% 2120
2025
Q2 		$14.9K Sell
637
-2,445
-79% -$56.8K ﹤0.01% 2524
2025
Q1 		$73.3K Sell
3,082
-1,707
-36% -$40.3K ﹤0.01% 1047
2024
Q4 		$111K Buy
4,789
+4,327
+937% +$107K 0.01% 869
2024
Q3 		$11.8K Hold
462
– – ﹤0.01% 1762
2024
Q2 		$10.9K Sell
462
-3,484
-88% -$74.8K ﹤0.01% 1803
2024
Q1 		$81.5K Buy
3,946
+3,484
+754% +$76.8K 0.01% 791
2023
Q4 		$10.5K Hold
462
– – ﹤0.01% 1536
2023
Q3 		$9.02K Hold
462
– – ﹤0.01% 1460
2023
Q2 		$9.94K Sell
462
-331
-42% -$7K ﹤0.01% 1441
2023
Q1 		$17K Sell
793
-6,212
-89% -$137K ﹤0.01% 1144
2022
Q4 		$148K Buy
7,005
+1,215
+21% +$25.7K 0.02% 410
2022
Q3 		$119K Buy
+5,790
New +$137K 0.03% 386

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

EverSource Wealth Advisors's DFAR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 15% in Q2 2026, selling an estimated $4.6K and leaving 978 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2255.

EverSource Wealth Advisors first reported a position in DFAR in Q3 2022 and has held it in 16 quarters since. The position peaked at $148K in Q4 2022. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • EverSource Wealth Advisors held 978 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $25.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 179 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $4.6K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2255 holding.
  • EverSource Wealth Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $148K in Q4 2022.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.