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Integrated Wealth Concepts’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Integrated Wealth Concepts’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 		$4.01M Buy
153,121
+3,792
+3% +$97.5K 0.03% 570
2026
Q1 		$3.53M Buy
149,329
+35,609
+31% +$856K 0.03% 539
2025
Q4 		$2.6M Sell
113,720
-29,604
-21% -$693K 0.03% 465
2025
Q3 		$3.42M Buy
143,324
+10,330
+8% +$244K 0.03% 490
2025
Q2 		$3.12M Buy
132,994
+1,214
+0.9% +$28.2K 0.03% 482
2025
Q1 		$3.13M Sell
131,780
-460
-0.3% -$10.8K 0.04% 451
2024
Q4 		$3.08M Sell
132,240
-12,736
-9% -$315K 0.04% 425
2024
Q3 		$3.72M Sell
144,976
-35
-0% -$847 0.05% 356
2024
Q2 		$3.2M Sell
145,011
-356,592
-71% -$7.66M 0.04% 371
2024
Q1 		$11.2M Buy
501,603
+3,244
+0.7% +$71.5K 0.16% 147
2023
Q4 		$11.3M Sell
498,359
-5,901
-1% -$121K 0.19% 131
2023
Q3 		$9.84M Buy
504,260
+7,628
+2% +$162K 0.17% 139
2023
Q2 		$10.7M Buy
496,632
+21,555
+5% +$456K 0.18% 134
2023
Q1 		$10.2M Buy
475,077
+465,545
+4,884% +$10.2M 0.21% 116
2022
Q4 		$202K Buy
+9,532
New +$202K 0.01% 946

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

Integrated Wealth Concepts's DFAR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 2.5% in Q2 2026, buying an estimated $97.5K and bringing the position to 153,121 shares worth $4.01M. The position accounts for 0.03% of the portfolio, ranked #570.

Integrated Wealth Concepts first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.3M in Q4 2023. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Integrated Wealth Concepts held 153,121 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $4.01M as of Q2 2026.
  • Integrated Wealth Concepts bought 3,792 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $97.5K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #570 holding.
  • Integrated Wealth Concepts first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $11.3M in Q4 2023.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.