NA
DFAR icon

NewEdge Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

NewEdge Advisors’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 		$1.33M Buy
50,701
+11,929
+31% +$307K ﹤0.01% 1478
2026
Q1 		$917K Sell
38,772
-3,571
-8% -$85.9K ﹤0.01% 1554
2025
Q4 		$970K Sell
42,343
-2,663
-6% -$62.4K ﹤0.01% 1511
2025
Q3 		$1.07M Sell
45,006
-2,659
-6% -$62.7K ﹤0.01% 1364
2025
Q2 		$1.12M Buy
47,665
+11
+0% +$255 0.01% 1219
2025
Q1 		$1.13M Sell
47,654
-5,268
-10% -$124K 0.01% 1117
2024
Q4 		$1.23M Buy
52,922
+2,611
+5% +$64.6K 0.01% 1063
2024
Q3 		$1.29M Sell
50,311
-56,463
-53% -$1.37M 0.01% 983
2024
Q2 		$2.36M Sell
106,774
-121,347
-53% -$2.61M 0.02% 680
2024
Q1 		$5.1M Buy
228,121
+19,860
+10% +$438K 0.04% 385
2023
Q4 		$4.59M Buy
208,261
+42,162
+25% +$864K 0.04% 378
2023
Q3 		$3.24M Buy
166,099
+4,888
+3% +$104K 0.04% 439
2023
Q2 		$3.47M Buy
161,211
+15,068
+10% +$319K 0.04% 413
2023
Q1 		$3.14M Buy
146,143
+125,638
+613% +$2.76M 0.04% 402
2022
Q4 		$434K Buy
+20,505
New +$434K 0.01% 845

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

NewEdge Advisors's DFAR Position: Q2 2026 in Review

NewEdge Advisors increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 31% in Q2 2026, buying an estimated $307K and bringing the position to 50,701 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

NewEdge Advisors first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.1M in Q1 2024. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • NewEdge Advisors held 50,701 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.33M as of Q2 2026.
  • NewEdge Advisors bought 11,929 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $307K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1478 holding.
  • NewEdge Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $5.1M in Q1 2024.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.