Gradient Capital Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Gradient Capital 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	$5.74M	Buy	219,228 +5,031	+2%	+$129K	1.33%	21
2026 Q1	$5.07M	Buy	214,197 +8,193	+4%	+$197K	1.31%	22
2025 Q4	$4.72M	Buy	206,004 +2,996	+1%	+$70.2K	1.22%	24
2025 Q3	$4.84M	Buy	203,008 +5,303	+3%	+$125K	1.3%	23
2025 Q2	$4.64M	Buy	197,705 +6,938	+4%	+$161K	1.37%	20
2025 Q1	$4.53M	Buy	190,767 +6,602	+4%	+$156K	1.48%	20
2024 Q4	$4.29M	Buy	184,165 +5,393	+3%	+$134K	1.38%	19
2024 Q3	$4.58M	Buy	178,772 +7,669	+4%	+$186K	1.52%	19
2024 Q2	$3.78M	Buy	171,103 +5,637	+3%	+$121K	1.35%	23
2024 Q1	$3.7M	Buy	165,466 +6,286	+4%	+$138K	1.36%	22
2023 Q4	$3.62M	Buy	159,180 +777	+0.5%	+$15.9K	1.38%	20
2023 Q3	$3.09M	Buy	158,403 +10,971	+7%	+$233K	1.29%	22
2023 Q2	$3.17M	Buy	147,432 +7,437	+5%	+$157K	1.27%	23
2023 Q1	$3.01M	Buy	139,995 +4,913	+4%	+$108K	1.28%	22
2022 Q4	$2.86M	Buy	135,082 +15,437	+13%	+$327K	1.3%	22
2022 Q3	$2.46M	Buy	119,645 +40,841	+52%	+$969K	1.17%	23
2022 Q2	$1.82M	Buy	78,804 +55,883	+244%	+$1.4M	0.87%	30
2022 Q1	$621K	Buy	+22,921	New	+$597K	0.26%	75

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 $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 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 $676M AUM 26.38% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 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

GOCP

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

Gradient Capital Advisors's DFAR Position: Q2 2026 in Review

Gradient Capital Advisors increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 2.3% in Q2 2026, buying an estimated $129K and bringing the position to 219,228 shares worth $5.74M. The position accounts for 1.33% of the portfolio, ranked #21.

Gradient Capital Advisors first reported a position in DFAR in Q1 2022 and has held it in 18 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Gradient Capital Advisors held 219,228 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $5.74M as of Q2 2026.
Gradient Capital Advisors bought 5,031 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $129K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 1.33% of Gradient Capital Advisors's portfolio in Q2 2026, its #21 holding.
Gradient Capital Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2022 and has held it in 18 quarters since.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.