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Legacy Capital Wealth Partners’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Legacy Capital Wealth Partners’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 		$441K Sell
16,848
-966
-5% -$24.8K 0.08% 218
2026
Q1 		$421K Sell
17,814
-9,725
-35% -$234K 0.09% 233
2025
Q4 		$631K Sell
27,539
-5,857
-18% -$137K 0.14% 161
2025
Q3 		$796K Buy
33,396
+5,630
+20% +$133K 0.17% 123
2025
Q2 		$651K Buy
+27,766
New +$645K 0.15% 148

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

Legacy Capital Wealth Partners's DFAR Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 5.4% in Q2 2026, selling an estimated $24.8K and leaving 16,848 shares worth $441K. The position accounts for 0.08% of the portfolio, ranked #218.

Legacy Capital Wealth Partners first reported a position in DFAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $796K in Q3 2025. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Legacy Capital Wealth Partners held 16,848 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $441K as of Q2 2026.
  • Legacy Capital Wealth Partners sold 966 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $24.8K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.08% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #218 holding.
  • Legacy Capital Wealth Partners first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
  • Legacy Capital Wealth Partners's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $796K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.