Ferguson Johnson Wealth Management
DFAR icon

Ferguson Johnson Wealth Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Ferguson Johnson Wealth 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 		$2.42M Buy
92,655
+6,155
+7% +$158K 1.77% 14
2026
Q1 		$2.04M Buy
86,500
+6,361
+8% +$153K 1.66% 14
2025
Q4 		$1.84M Buy
+80,139
New +$1.88M 1.53% 15

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

Ferguson Johnson Wealth Management's DFAR Position: Q2 2026 in Review

Ferguson Johnson Wealth Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 7.1% in Q2 2026, buying an estimated $158K and bringing the position to 92,655 shares worth $2.42M. The position accounts for 1.77% of the portfolio, ranked #14.

Ferguson Johnson Wealth Management first reported a position in DFAR in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Ferguson Johnson Wealth Management held 92,655 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $2.42M as of Q2 2026.
  • Ferguson Johnson Wealth Management bought 6,155 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $158K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 1.77% of Ferguson Johnson Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Ferguson Johnson Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Ferguson Johnson Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.