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

Mariner’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 		$555K Buy
21,209
+10,020
+90% +$258K ﹤0.01% 2381
2026
Q1 		$265K Sell
11,189
-4,301
-28% -$103K ﹤0.01% 2984
2025
Q4 		$355K Sell
15,490
-21,096
-58% -$494K ﹤0.01% 2705
2025
Q3 		$873K Buy
36,586
+2,567
+8% +$60.5K ﹤0.01% 2014
2025
Q2 		$798K Buy
34,019
+339
+1% +$7.87K ﹤0.01% 1973
2025
Q1 		$801K Buy
33,680
+678
+2% +$16K ﹤0.01% 1844
2024
Q4 		$768K Sell
33,002
-54,346
-62% -$1.35M ﹤0.01% 1840
2024
Q3 		$2.24M Sell
87,348
-48,759
-36% -$1.18M ﹤0.01% 1133
2024
Q2 		$3.01M Sell
136,107
-16,686
-11% -$358K 0.01% 918
2024
Q1 		$3.42M Buy
152,793
+3,018
+2% +$66.5K 0.01% 874
2023
Q4 		$3.41M Buy
149,775
+37,879
+34% +$776K 0.01% 829
2023
Q3 		$2.18M Buy
+111,896
New +$2.37M 0.01% 928

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

Mariner's DFAR Position: Q2 2026 in Review

Mariner increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 90% in Q2 2026, buying an estimated $258K and bringing the position to 21,209 shares worth $555K. The position accounts for ﹤0.01% of the portfolio, ranked #2381.

Mariner first reported a position in DFAR in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.42M in Q1 2024. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Mariner held 21,209 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $555K as of Q2 2026.
  • Mariner bought 10,020 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $258K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #2381 holding.
  • Mariner first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2023 and has held it in 12 quarters since.
  • Mariner's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $3.42M in Q1 2024.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.