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Moisand Fitzgerald Tamayo’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Moisand Fitzgerald Tamayo’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 		$38.1M Buy
1,455,484
+10,888
+0.8% +$280K 3.72% 8
2026
Q1 		$34.2M Buy
1,444,596
+86,016
+6% +$2.07M 3.67% 8
2025
Q4 		$31.1M Buy
1,358,580
+86,690
+7% +$2.03M 3.51% 9
2025
Q3 		$30.3M Buy
1,271,890
+70,649
+6% +$1.67M 3.57% 8
2025
Q2 		$28.2M Buy
1,201,241
+73,258
+6% +$1.7M 3.56% 8
2025
Q1 		$26.8M Buy
1,127,983
+61,412
+6% +$1.45M 3.71% 8
2024
Q4 		$24.8M Sell
1,066,571
-9,135
-0.8% -$226K 3.51% 11
2024
Q3 		$27.6M Buy
1,075,706
+6,699
+0.6% +$162K 3.79% 10
2024
Q2 		$23.6M Buy
1,069,007
+1,019,342
+2,052% +$21.9M 3.54% 12
2024
Q1 		$1.11M Buy
49,665
+3,074
+7% +$67.7K 0.17% 47
2023
Q4 		$1.06M Buy
46,591
+584
+1% +$12K 0.18% 47
2023
Q3 		$898K Buy
46,007
+2,979
+7% +$63.2K 0.19% 45
2023
Q2 		$926K Sell
43,028
-3,481
-7% -$73.6K 0.19% 48
2023
Q1 		$999K Sell
46,509
-4,002
-8% -$88K 0.21% 44
2022
Q4 		$1.07M Buy
+50,511
New +$1.07M 0.24% 43

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
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
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Moisand Fitzgerald Tamayo's DFAR Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.75% in Q2 2026, buying an estimated $280K and bringing the position to 1,455,484 shares worth $38.1M. The position accounts for 3.72% of the portfolio, ranked #8.

Moisand Fitzgerald Tamayo first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 1,455,484 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $38.1M as of Q2 2026.
  • Moisand Fitzgerald Tamayo bought 10,888 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $280K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 3.72% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #8 holding.
  • Moisand Fitzgerald Tamayo first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.