Flagstone Financial Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Flagstone Financial 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	$471K	Sell	18,004 -3,162	-15%	-$81.3K	0.11%	46
2026 Q1	$501K	Hold	21,166	–	–	0.12%	41
2025 Q4	$485K	Hold	21,166	–	–	0.12%	41
2025 Q3	$505K	Hold	21,166	–	–	0.13%	39
2025 Q2	$497K	Hold	21,166	–	–	0.14%	41
2025 Q1	$503K	Buy	21,166 +42	+0.2%	+$991	0.16%	34
2024 Q4	$492K	Buy	21,124 +1,850	+10%	+$45.8K	0.16%	34
2024 Q3	$494K	Hold	19,274	–	–	0.17%	33
2024 Q2	$426K	Hold	19,274	–	–	0.16%	32
2024 Q1	$431K	Hold	19,274	–	–	0.17%	30
2023 Q4	$438K	Buy	+19,274	New	+$395K	0.18%	32

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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Flagstone Financial Management's DFAR Position: Q2 2026 in Review

Flagstone Financial Management reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 15% in Q2 2026, selling an estimated $81.3K and leaving 18,004 shares worth $471K. The position accounts for 0.11% of the portfolio, ranked #46.

Flagstone Financial Management first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $505K in Q3 2025. 302 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Flagstone Financial Management held 18,004 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $471K as of Q2 2026.
Flagstone Financial Management sold 3,162 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $81.3K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.11% of Flagstone Financial Management's portfolio in Q2 2026, its #46 holding.
Flagstone Financial Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
Flagstone Financial Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $505K in Q3 2025.
302 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.