NSG
DFAR icon

Nalls Sherbakoff Group’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Nalls Sherbakoff 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 		$295K Sell
11,273
-1,915
-15% -$49.2K 0.21% 74
2026
Q1 		$312K Hold
13,188
– – 0.23% 71
2025
Q4 		$302K Buy
13,188
+59
+0.4% +$1.38K 0.22% 71
2025
Q3 		$313K Buy
13,129
+4,638
+55% +$109K 0.21% 71
2025
Q2 		$199K Sell
8,491
-747
-8% -$17.3K 0.15% 99
2025
Q1 		$220K Buy
+9,238
New +$218K 0.18% 84
2023
Q4 		$336K Buy
+14,797
New +$303K 0.3% 54

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

Nalls Sherbakoff Group's DFAR Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 15% in Q2 2026, selling an estimated $49.2K and leaving 11,273 shares worth $295K. The position accounts for 0.21% of the portfolio, ranked #74.

Nalls Sherbakoff Group first reported a position in DFAR in Q4 2023 and has held it in 7 quarters since. The position peaked at $336K in Q4 2023. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Nalls Sherbakoff Group held 11,273 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $295K as of Q2 2026.
  • Nalls Sherbakoff Group sold 1,915 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $49.2K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.21% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #74 holding.
  • Nalls Sherbakoff Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and has held it in 7 quarters since.
  • Nalls Sherbakoff Group's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $336K 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 Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.