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Mitchell McLeod Pugh & Williams’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$298K Buy
11,376
+867
+8% +$22.3K 0.04% 259
2026
Q1 		$249K Buy
10,509
+295
+3% +$7.09K 0.04% 263
2025
Q4 		$246K Buy
10,214
+1,447
+17% +$33.9K 0.04% 268
2025
Q3 		$207K Buy
+8,767
New +$207K 0.03% 273

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

Mitchell McLeod Pugh & Williams's DFAR Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 8.3% in Q2 2026, buying an estimated $22.3K and bringing the position to 11,376 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #259.

Mitchell McLeod Pugh & Williams first reported a position in DFAR in Q3 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 11,376 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $298K as of Q2 2026.
  • Mitchell McLeod Pugh & Williams bought 867 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $22.3K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.04% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #259 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.