Merit Financial Group
DFAR icon

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

Merit Financial Group’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 		$308K Sell
11,779
-21,381
-64% -$550K ﹤0.01% 1794
2026
Q1 		$784K Sell
33,160
-5,107
-13% -$123K 0.01% 1109
2025
Q4 		$876K Sell
38,267
-7,523
-16% -$176K 0.01% 1009
2025
Q3 		$1.09M Sell
45,790
-4,089
-8% -$96.4K 0.01% 823
2025
Q2 		$1.17M Buy
+49,879
New +$1.16M 0.01% 716

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 $2.98B AUM 13.9% 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 $631M AUM 11.73% 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

Merit Financial Group's DFAR Position: Q2 2026 in Review

Merit Financial Group reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 64% in Q2 2026, selling an estimated $550K and leaving 11,779 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Merit Financial Group first reported a position in DFAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q2 2025. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Merit Financial Group held 11,779 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $308K as of Q2 2026.
  • Merit Financial Group sold 21,381 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $550K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1794 holding.
  • Merit Financial Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.17M in Q2 2025.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.