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Oakworth Capital’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Oakworth Capital’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
Q1 		– Sell
-1,663
Closed -$38.1K – 858
2025
Q4 		$38.1K Hold
1,663
– – ﹤0.01% 473
2025
Q3 		$39.7K Hold
1,663
– – ﹤0.01% 468
2025
Q2 		$39K Hold
1,663
– – ﹤0.01% 376
2025
Q1 		$39.5K Buy
+1,663
New +$39.2K ﹤0.01% 381

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
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Oakworth Capital's DFAR Position: Q1 2026 in Review

Oakworth Capital sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q1 2026, closing a stake of 1,663 shares — an estimated $38.1K sold.

Oakworth Capital first reported a position in DFAR in Q1 2025 and held it in 4 quarters. The position peaked at $39.7K in Q3 2025. 289 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Oakworth Capital reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q1 2026 after selling out during the quarter.
  • Oakworth Capital sold 1,663 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q1 2026, an estimated $38.1K.
  • Oakworth Capital first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2025 and held it in 4 quarters.
  • Oakworth Capital's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $39.7K in Q3 2025.
  • 289 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q1 2026.

Based on Oakworth Capital's 13F filing for Q1 2026, filed 24 Apr 2026.