Morgan Stanley
DFAR icon

Morgan Stanley’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Morgan Stanley’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 		$20.9K Hold
797
– – ﹤0.01% 6801
2026
Q1 		$18.9K Buy
797
+571
+253% +$13.7K ﹤0.01% 6752
2025
Q4 		$5.18K Buy
226
+1
+0.4% +$23 ﹤0.01% 7058
2025
Q3 		$5.37K Sell
225
-1
-0.4% -$24 ﹤0.01% 7071
2025
Q2 		$5.31K Sell
226
-5,328
-96% -$124K ﹤0.01% 7019
2025
Q1 		$132K Sell
5,554
-7,454
-57% -$176K ﹤0.01% 5891
2024
Q4 		$303K Buy
13,008
+8,203
+171% +$203K ﹤0.01% 5633
2024
Q3 		$123K Buy
4,805
+1,419
+42% +$34.4K ﹤0.01% 5920
2024
Q2 		$74.8K Buy
3,386
+3,300
+3,837% +$70.9K ﹤0.01% 6055
2024
Q1 		$1.92K Sell
86
-23,593
-100% -$520K ﹤0.01% 7078
2023
Q4 		$538K Buy
23,679
+23,500
+13,128% +$481K ﹤0.01% 5258
2023
Q3 		$3.49K Sell
179
-1,000
-85% -$21.2K ﹤0.01% 7001
2023
Q2 		$25.4K Buy
1,179
+496
+73% +$10.5K ﹤0.01% 6486
2023
Q1 		$14.7K Sell
683
-1,403
-67% -$30.9K ﹤0.01% 6738
2022
Q4 		$44.1K Buy
+2,086
New +$44.2K ﹤0.01% 6351

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

Morgan Stanley's DFAR Position: Q2 2026 in Review

Morgan Stanley held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q2 2026 at 797 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6801.

Morgan Stanley first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $538K in Q4 2023. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Morgan Stanley held 797 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $20.9K as of Q2 2026.
  • Morgan Stanley 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 Morgan Stanley's portfolio in Q2 2026, its #6801 holding.
  • Morgan Stanley first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • Morgan Stanley's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $538K in Q4 2023.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.