Lakeridge Wealth Management
DFAR icon

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

Lakeridge 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 		$813K Sell
31,081
-1,712
-5% -$44K 0.3% 67
2026
Q1 		$776K Buy
32,793
+1,005
+3% +$24.2K 0.33% 60
2025
Q4 		$728K Buy
31,788
+1,570
+5% +$36.8K 0.33% 60
2025
Q3 		$721K Buy
30,218
+473
+2% +$11.2K 0.32% 57
2025
Q2 		$698K Sell
29,745
-477
-2% -$11.1K 0.32% 54
2025
Q1 		$718K Buy
30,222
+2,460
+9% +$58K 0.36% 52
2024
Q4 		$646K Buy
27,762
+5,392
+24% +$133K 0.33% 58
2024
Q3 		$574K Buy
22,370
+1,710
+8% +$41.4K 0.32% 70
2024
Q2 		$457K Buy
20,660
+2,430
+13% +$52.2K 0.27% 75
2024
Q1 		$408K Buy
18,230
+2,940
+19% +$64.8K 0.26% 72
2023
Q4 		$348K Buy
+15,290
New +$313K 0.25% 82

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 $2.57B AUM 21.7% 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 $625M AUM 16.29% 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

Lakeridge Wealth Management's DFAR Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 5.2% in Q2 2026, selling an estimated $44K and leaving 31,081 shares worth $813K. The position accounts for 0.3% of the portfolio, ranked #67.

Lakeridge Wealth Management 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.

  • Lakeridge Wealth Management held 31,081 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $813K as of Q2 2026.
  • Lakeridge Wealth Management sold 1,712 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $44K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.3% of Lakeridge Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Lakeridge Wealth Management 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 Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.