NorthRock Partners’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-11,589
Closed -$303K – 718
2026
Q2
$303K Buy
+11,589
New +$298K ﹤0.01% 536

Other funds holding DFAR

NorthRock Partners's DFAR Position: Q3 2026 in Review

NorthRock Partners sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2026, closing a stake of 11,589 shares — an estimated $303K sold.

NorthRock Partners first reported a position in DFAR in Q2 2026 and held it in 1 quarter. The position peaked at $303K in Q2 2026. 222 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

  • NorthRock Partners reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • NorthRock Partners sold 11,589 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $303K.
  • NorthRock Partners first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2026 and held it in 1 quarter.
  • NorthRock Partners's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $303K in Q2 2026.
  • 222 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on NorthRock Partners's 13F filing for Q3 2026, filed 13 Nov 2026.