MASECO Private Wealth
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MASECO Private Wealth’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

MASECO Private Wealth’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 		$140K Hold
5,366
– – ﹤0.01% 127
2026
Q1 		$127K Hold
5,366
– – ﹤0.01% 116
2025
Q4 		$123K Buy
5,366
+755
+16% +$17.7K 0.01% 109
2025
Q3 		$110K Buy
4,611
+315
+7% +$7.43K 0.01% 61
2025
Q2 		$101K Buy
+4,296
New +$100K ﹤0.01% 130

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

MASECO Private Wealth's DFAR Position: Q2 2026 in Review

MASECO Private Wealth held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q2 2026 at 5,366 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #127.

MASECO Private Wealth first reported a position in DFAR in Q2 2025 and has held it in 5 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • MASECO Private Wealth held 5,366 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $140K as of Q2 2026.
  • MASECO Private Wealth left its DFA Real Estate Securities Portfolio ETF Class Shares share count unchanged in Q2 2026.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #127 holding.
  • MASECO Private Wealth first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.