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North Berkeley Wealth Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

North Berkeley Wealth Management’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 		$15.5M Buy
592,931
+171,714
+41% +$4.41M 6.27% 2
2026
Q1 		$10M Buy
421,217
+253,820
+152% +$6.1M 5.27% 6
2025
Q4 		$3.83M Buy
+167,397
New +$3.92M 2.26% 12

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
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Vise Technologies
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
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Savant Capital
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

North Berkeley Wealth Management's DFAR Position: Q2 2026 in Review

North Berkeley Wealth Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 41% in Q2 2026, buying an estimated $4.41M and bringing the position to 592,931 shares worth $15.5M. The position accounts for 6.27% of the portfolio, ranked #2.

North Berkeley Wealth Management first reported a position in DFAR in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • North Berkeley Wealth Management held 592,931 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $15.5M as of Q2 2026.
  • North Berkeley Wealth Management bought 171,714 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $4.41M.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 6.27% of North Berkeley Wealth Management's portfolio in Q2 2026, its #2 holding.
  • North Berkeley Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.