LPL Financial
DFAR icon

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

LPL Financial’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 		$10.8M Buy
412,325
+30,185
+8% +$776K ﹤0.01% 2067
2026
Q1 		$9.04M Sell
382,140
-41,637
-10% -$1M ﹤0.01% 2074
2025
Q4 		$9.7M Buy
423,777
+18,510
+5% +$433K ﹤0.01% 1955
2025
Q3 		$9.7M Buy
405,267
+11,594
+3% +$273K ﹤0.01% 1896
2025
Q2 		$9.24M Buy
393,673
+87,600
+29% +$2.03M ﹤0.01% 1799
2025
Q1 		$7.28M Buy
306,073
+8,305
+3% +$196K ﹤0.01% 1841
2024
Q4 		$6.93M Buy
297,768
+25,148
+9% +$623K ﹤0.01% 1808
2024
Q3 		$6.99M Buy
272,620
+10,183
+4% +$247K ﹤0.01% 1728
2024
Q2 		$5.8M Buy
262,437
+40,785
+18% +$876K ﹤0.01% 1741
2024
Q1 		$4.96M Buy
221,652
+2,069
+0.9% +$45.6K ﹤0.01% 1789
2023
Q4 		$4.99M Buy
219,583
+71,955
+49% +$1.47M ﹤0.01% 1688
2023
Q3 		$2.88M Sell
147,628
-58,253
-28% -$1.24M ﹤0.01% 1995
2023
Q2 		$4.43M Sell
205,881
-8,295
-4% -$175K ﹤0.01% 1634
2023
Q1 		$4.6M Buy
214,176
+11,702
+6% +$257K ﹤0.01% 1571
2022
Q4 		$4.28M Buy
+202,474
New +$4.29M ﹤0.01% 1554

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

LPL Financial's DFAR Position: Q2 2026 in Review

LPL Financial increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 7.9% in Q2 2026, buying an estimated $776K and bringing the position to 412,325 shares worth $10.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

LPL Financial first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • LPL Financial held 412,325 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $10.8M as of Q2 2026.
  • LPL Financial bought 30,185 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $776K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2067 holding.
  • LPL Financial first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.