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IMA Advisory Services’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

IMA Advisory Services’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 		$44.2K Buy
+1,688
New +$43.4K ﹤0.01% 521

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

IMA Advisory Services's DFAR Position: Q2 2026 in Review

IMA Advisory Services opened a new position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2026: 1,688 shares worth $44.2K. The stake represents ﹤0.01% of the portfolio and ranks #521 among its holdings.

301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • IMA Advisory Services held 1,688 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $44.2K as of Q2 2026.
  • DFA Real Estate Securities Portfolio ETF Class Shares was a new IMA Advisory Services position in Q2 2026.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #521 holding.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.