Grand Wealth Management
DFAR icon

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

Grand 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 		$5.73M Buy
218,910
+14,685
+7% +$377K 2.39% 11
2026
Q1 		$4.83M Buy
204,225
+15,044
+8% +$362K 2.27% 11
2025
Q4 		$4.33M Buy
189,181
+22,153
+13% +$519K 1.96% 12
2025
Q3 		$3.98M Buy
167,028
+10,469
+7% +$247K 1.92% 13
2025
Q2 		$3.67M Sell
156,559
-2,599
-2% -$60.3K 1.89% 12
2025
Q1 		$3.78M Buy
159,158
+16,503
+12% +$389K 2.08% 12
2024
Q4 		$3.32M Buy
142,655
+27,971
+24% +$692K 1.85% 13
2024
Q3 		$2.94M Buy
114,684
+4,690
+4% +$114K 1.66% 11
2024
Q2 		$2.43M Sell
109,994
-26,148
-19% -$562K 1.44% 12
2024
Q1 		$3.05M Buy
136,142
+20,043
+17% +$442K 1.45% 13
2023
Q4 		$2.64M Sell
116,099
-1,936
-2% -$39.7K 1.43% 15
2023
Q3 		$2.3M Buy
118,035
+6,695
+6% +$142K 1.41% 16
2023
Q2 		$2.4M Buy
111,340
+4,405
+4% +$93.1K 1.42% 16
2023
Q1 		$2.3M Buy
106,935
+17,494
+20% +$385K 1.38% 17
2022
Q4 		$1.89M Buy
89,441
+59,393
+198% +$1.26M 1.18% 19
2022
Q3 		$618K Buy
30,048
+12,005
+67% +$285K 0.32% 27
2022
Q2 		$417K Buy
18,043
+15,691
+667% +$392K 0.21% 31
2022
Q1 		$64K Buy
+2,352
New +$61.2K 0.03% 44

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

Grand Wealth Management's DFAR Position: Q2 2026 in Review

Grand Wealth Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 7.2% in Q2 2026, buying an estimated $377K and bringing the position to 218,910 shares worth $5.73M. The position accounts for 2.39% of the portfolio, ranked #11.

Grand Wealth Management 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.

  • Grand Wealth Management held 218,910 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $5.73M as of Q2 2026.
  • Grand Wealth Management bought 14,685 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $377K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 2.39% of Grand Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Grand Wealth Management 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 Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.