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MAI Capital Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

MAI Capital 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 		– Sell
-34
Closed -$805 – 2722
2026
Q1 		$805 Hold
34
– – ﹤0.01% 4255
2025
Q4 		$779 Hold
34
– – ﹤0.01% 3704
2025
Q3 		$811 Buy
+34
New +$802 ﹤0.01% 3535

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

MAI Capital Management's DFAR Position: Q2 2026 in Review

MAI Capital Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2026, closing a stake of 34 shares — an estimated $805 sold.

MAI Capital Management first reported a position in DFAR in Q3 2025 and held it in 3 quarters. The position peaked at $811 in Q3 2025. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • MAI Capital Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 34 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $805.
  • MAI Capital Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2025 and held it in 3 quarters.
  • MAI Capital Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $811 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 MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.