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Montgomery Financial Services’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Montgomery Financial Services’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 		$16.6K Buy
+634
New +$16.3K 0.01% 140

Other funds holding DFAR

Focus Partners Wealth
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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

Montgomery Financial Services's DFAR Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2026: 634 shares worth $16.6K. The stake represents 0.01% of the portfolio and ranks #140 among its holdings.

301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Montgomery Financial Services held 634 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $16.6K as of Q2 2026.
  • DFA Real Estate Securities Portfolio ETF Class Shares was a new Montgomery Financial Services position in Q2 2026.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #140 holding.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.