Jones Financial Companies
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Jones Financial Companies’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Jones Financial Companies’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 		$70.4K Buy
2,634
+2,187
+489% +$56.2K ﹤0.01% 2981
2026
Q1 		$10.4K Buy
+447
New +$10.7K ﹤0.01% 3563

Other funds holding DFAR

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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

Jones Financial Companies's DFAR Position: Q2 2026 in Review

Jones Financial Companies increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 489% in Q2 2026, buying an estimated $56.2K and bringing the position to 2,634 shares worth $70.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2981.

Jones Financial Companies first reported a position in DFAR in Q1 2026 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Jones Financial Companies held 2,634 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $70.4K as of Q2 2026.
  • Jones Financial Companies bought 2,187 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $56.2K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2981 holding.
  • Jones Financial Companies first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2026 and has held it in 2 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.