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Forum Private Client Group’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Forum Private Client Group’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 		$992K Sell
37,909
-3,146
-8% -$80.9K 0.3% 36
2026
Q1 		$972K Sell
41,055
-2,157
-5% -$51.9K 0.32% 34
2025
Q4 		$990K Sell
43,212
-809
-2% -$18.9K 0.34% 33
2025
Q3 		$1.05M Sell
44,021
-5,454
-11% -$129K 0.37% 31
2025
Q2 		$1.16M Sell
49,475
-4,367
-8% -$101K 0.45% 29
2025
Q1 		$1.28M Sell
53,842
-8,162
-13% -$193K 0.56% 26
2024
Q4 		$1.44M Sell
62,004
-15,273
-20% -$378K 0.64% 26
2024
Q3 		$1.98M Sell
77,277
-19,117
-20% -$463K 0.88% 25
2024
Q2 		$2.13M Buy
96,394
+7,007
+8% +$151K 1.01% 23
2024
Q1 		$2M Buy
89,387
+28,337
+46% +$624K 0.97% 23
2023
Q4 		$1.39M Buy
+61,050
New +$1.25M 0.72% 28
2023
Q3 		– Sell
-36,351
Closed -$782K – 13
2023
Q2 		$782K Buy
36,351
+12,698
+54% +$268K 0.45% 37
2023
Q1 		$508K Buy
23,653
+6,398
+37% +$141K 0.32% 44
2022
Q4 		$365K Buy
17,255
+6,512
+61% +$138K 0.25% 50
2022
Q3 		$221K Buy
+10,743
New +$255K 0.17% 61

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

Forum Private Client Group's DFAR Position: Q2 2026 in Review

Forum Private Client Group reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 7.7% in Q2 2026, selling an estimated $80.9K and leaving 37,909 shares worth $992K. The position accounts for 0.3% of the portfolio, ranked #36.

Forum Private Client Group first reported a position in DFAR in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.13M in Q2 2024. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Forum Private Client Group held 37,909 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $992K as of Q2 2026.
  • Forum Private Client Group sold 3,146 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $80.9K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.3% of Forum Private Client Group's portfolio in Q2 2026, its #36 holding.
  • Forum Private Client Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2022 and has held it in 15 quarters since.
  • Forum Private Client Group's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $2.13M in Q2 2024.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.