Great Valley Advisor Group’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Great Valley Advisor 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	$554K	Buy	21,167 +5,127	+32%	+$132K	0.01%	690
2026 Q1	$379K	Buy	16,040 +597	+4%	+$14.4K	0.01%	758
2025 Q4	$354K	Sell	15,443 -670	-4%	-$15.7K	0.01%	736
2025 Q3	$384K	Buy	16,113 +457	+3%	+$10.8K	0.01%	702
2025 Q2	$367K	Sell	15,656 -26,187	-63%	-$608K	0.01%	688
2025 Q1	$995K	Sell	41,843 -62	-0.1%	-$1.46K	0.02%	453
2024 Q4	$975K	Buy	41,905 +3,339	+9%	+$82.7K	0.02%	449
2024 Q3	$989K	Buy	38,566 +21	+0.1%	+$508	0.02%	430
2024 Q2	$852K	Buy	+38,545	New	+$828K	0.02%	417

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

RFP

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

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

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

Great Valley Advisor Group's DFAR Position: Q2 2026 in Review

Great Valley Advisor Group increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 32% in Q2 2026, buying an estimated $132K and bringing the position to 21,167 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #690.

Great Valley Advisor Group first reported a position in DFAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $995K in Q1 2025. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Great Valley Advisor Group held 21,167 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $554K as of Q2 2026.
Great Valley Advisor Group bought 5,127 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $132K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #690 holding.
Great Valley Advisor Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2024 and has held it in 9 quarters since.
Great Valley Advisor Group's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $995K in Q1 2025.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.