Jackson Thornton Wealth Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Jackson Thornton Wealth Management’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	$13.1M	Buy	502,097 +46,296	+10%	+$1.19M	1.04%	16
2026 Q1	$11.3M	Buy	455,801 +27,411	+6%	+$659K	1.02%	17
2025 Q4	$9.9M	Buy	428,390 +54,566	+15%	+$1.28M	0.94%	17
2025 Q3	$8.77M	Buy	373,824 +17,603	+5%	+$415K	0.89%	18
2025 Q2	$8.35M	Buy	356,221 +42,726	+14%	+$992K	0.96%	18
2025 Q1	$7.19M	Buy	313,495 +22,729	+8%	+$536K	0.95%	18
2024 Q4	$6.77M	Buy	290,766 +59,220	+26%	+$1.47M	0.86%	17
2024 Q3	$5.94M	Buy	231,546 +76,556	+49%	+$1.85M	0.78%	17
2024 Q2	$3.43M	Buy	+154,990	New	+$3.33M	0.52%	20

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Jackson Thornton Wealth Management's DFAR Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 10% in Q2 2026, buying an estimated $1.19M and bringing the position to 502,097 shares worth $13.1M. The position accounts for 1.04% of the portfolio, ranked #16.

Jackson Thornton Wealth Management first reported a position in DFAR in Q2 2024 and has held it in 9 quarters since. 302 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Jackson Thornton Wealth Management held 502,097 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $13.1M as of Q2 2026.
Jackson Thornton Wealth Management bought 46,296 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.19M.
DFA Real Estate Securities Portfolio ETF Class Shares made up 1.04% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #16 holding.
Jackson Thornton Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2024 and has held it in 9 quarters since.
302 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.