Focus Partners Wealth
DFAR icon

Focus Partners Wealth’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Focus Partners Wealth’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 		$88.1M Sell
3,366,656
-208,934
-6% -$5.37M 0.09% 214
2026
Q1 		$89.1M Sell
3,575,590
-228,027
-6% -$5.48M 0.1% 197
2025
Q4 		$87.1M Buy
3,803,617
+120,720
+3% +$2.83M 0.1% 197
2025
Q3 		$87.8M Buy
3,682,897
+96,126
+3% +$2.27M 0.14% 141
2025
Q2 		$84.1M Buy
3,586,771
+3,145,213
+712% +$73M 0.18% 123
2025
Q1 		$10.5M Buy
441,558
+61,619
+16% +$1.45M 0.03% 468
2024
Q4 		$8.84M Buy
379,939
+123,768
+48% +$3.06M 0.02% 490
2024
Q3 		$6.57M Buy
+256,171
New +$6.2M 0.02% 495

Other funds holding DFAR

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
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Focus Partners Wealth's DFAR Position: Q2 2026 in Review

Focus Partners Wealth reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 5.8% in Q2 2026, selling an estimated $5.37M and leaving 3,366,656 shares worth $88.1M. The position accounts for 0.09% of the portfolio, ranked #214.

Focus Partners Wealth first reported a position in DFAR in Q3 2024 and has held it in 8 quarters since. The position peaked at $89.1M in Q1 2026. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Focus Partners Wealth held 3,366,656 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $88.1M as of Q2 2026.
  • Focus Partners Wealth sold 208,934 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $5.37M.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.09% of Focus Partners Wealth's portfolio in Q2 2026, its #214 holding.
  • Focus Partners Wealth first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
  • Focus Partners Wealth's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $89.1M in Q1 2026.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.