IA
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IFP Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

IFP 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 		$36.3K Sell
1,388
-8
-0.6% -$206 ﹤0.01% 2596
2026
Q1 		$33K Sell
1,396
-12,543
-90% -$302K ﹤0.01% 2487
2025
Q4 		$319K Sell
13,939
-24
-0.2% -$562 0.01% 1134
2025
Q3 		$333K Sell
13,963
-555
-4% -$13.1K 0.01% 1036
2025
Q2 		$341K Buy
14,518
+3,697
+34% +$85.8K 0.01% 1007
2025
Q1 		$257K Buy
10,821
+1,079
+11% +$25.4K 0.01% 1060
2024
Q4 		$227K Buy
9,742
+4,431
+83% +$110K 0.01% 1068
2024
Q3 		$136K Buy
+5,311
New +$129K ﹤0.01% 1278
2022
Q4 		– Sell
-1,963
Closed -$49K – 4651
2022
Q3 		$49K Hold
1,963
– – ﹤0.01% 2378
2022
Q2 		$49K Hold
1,963
– – ﹤0.01% 2184
2022
Q1 		$49K Buy
+1,963
New +$51.1K ﹤0.01% 2184

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

IFP Advisors's DFAR Position: Q2 2026 in Review

IFP Advisors reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.57% in Q2 2026, selling an estimated $206 and leaving 1,388 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2596.

IFP Advisors first reported a position in DFAR in Q1 2022 and has held it in 11 quarters since. The position peaked at $341K in Q2 2025. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • IFP Advisors held 1,388 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $36.3K as of Q2 2026.
  • IFP Advisors sold 8 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $206.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2596 holding.
  • IFP Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2022 and has held it in 11 quarters since.
  • IFP Advisors's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $341K in Q2 2025.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.