Integrity Wealth Solutions
DFAR icon

Integrity Wealth Solutions’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Integrity Wealth Solutions’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 		$6.06M Buy
231,797
+22,572
+11% +$580K 2.24% 12
2026
Q1 		$4.95M Buy
209,225
+14,171
+7% +$341K 1.94% 16
2025
Q4 		$4.47M Buy
195,054
+20,330
+12% +$476K 1.77% 18
2025
Q3 		$4.17M Buy
174,724
+11,266
+7% +$266K 1.86% 18
2025
Q2 		$3.83M Buy
163,458
+14,951
+10% +$347K 1.87% 17
2025
Q1 		$3.53M Buy
148,507
+13,182
+10% +$311K 1.91% 16
2024
Q4 		$3.15M Buy
135,325
+18,241
+16% +$452K 1.76% 17
2024
Q3 		$3M Buy
117,084
+9,945
+9% +$241K 1.75% 19
2024
Q2 		$2.37M Buy
107,139
+4,774
+5% +$103K 1.54% 24
2024
Q1 		$2.29M Buy
102,365
+3,186
+3% +$70.2K 1.5% 25
2023
Q4 		$2.26M Buy
+99,179
New +$2.03M 1.56% 23

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
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
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
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Integrity Wealth Solutions's DFAR Position: Q2 2026 in Review

Integrity Wealth Solutions increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 11% in Q2 2026, buying an estimated $580K and bringing the position to 231,797 shares worth $6.06M. The position accounts for 2.24% of the portfolio, ranked #12.

Integrity Wealth Solutions first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Integrity Wealth Solutions held 231,797 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $6.06M as of Q2 2026.
  • Integrity Wealth Solutions bought 22,572 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $580K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 2.24% of Integrity Wealth Solutions's portfolio in Q2 2026, its #12 holding.
  • Integrity Wealth Solutions first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.