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Greenwood Capital Associates’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Greenwood Capital Associates’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 		$1.93M Buy
73,595
+31,424
+75% +$808K 0.19% 112
2026
Q1 		$997K Buy
42,171
+11,275
+36% +$271K 0.11% 148
2025
Q4 		$708K Buy
30,896
+7,609
+33% +$178K 0.08% 159
2025
Q3 		$555K Buy
23,287
+9,449
+68% +$223K 0.06% 181
2025
Q2 		$325K Buy
13,838
+4,512
+48% +$105K 0.04% 221
2025
Q1 		$222K Buy
+9,326
New +$220K 0.03% 225

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

Greenwood Capital Associates's DFAR Position: Q2 2026 in Review

Greenwood Capital Associates increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 75% in Q2 2026, buying an estimated $808K and bringing the position to 73,595 shares worth $1.93M. The position accounts for 0.19% of the portfolio, ranked #112.

Greenwood Capital Associates first reported a position in DFAR in Q1 2025 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Greenwood Capital Associates held 73,595 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.93M as of Q2 2026.
  • Greenwood Capital Associates bought 31,424 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $808K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.19% of Greenwood Capital Associates's portfolio in Q2 2026, its #112 holding.
  • Greenwood Capital Associates first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2025 and has held it in 6 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Greenwood Capital Associates's 13F filing for Q2 2026, filed 28 Jul 2026.