Orion Capital Management
DFAR icon

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

Orion Capital 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 		$18.8K Buy
719
+1
+0.1% +$26 0.01% 367
2026
Q1 		$17K Hold
718
– – 0.01% 335
2025
Q4 		$16.4K Hold
718
– – 0.01% 355
2025
Q3 		$17.1K Hold
718
– – 0.01% 353
2025
Q2 		$16.8K Sell
718
-105
-13% -$2.44K 0.01% 334
2025
Q1 		$19.6K Hold
823
– – 0.01% 314
2024
Q4 		$19.1K Buy
+823
New +$20.4K 0.01% 322
2024
Q3 		– Sell
-1,080
Closed -$23.9K – 226
2024
Q2 		$23.9K Buy
1,080
+41
+4% +$881 0.01% 296
2024
Q1 		$23.2K Hold
1,039
– – 0.01% 321
2023
Q4 		$23.6K Hold
1,039
– – 0.01% 319
2023
Q3 		$20.3K Buy
+1,039
New +$22K 0.01% 320
2023
Q2 		– Sell
-16,278
Closed -$350K – 222
2023
Q1 		$350K Buy
16,278
+3,984
+32% +$87.6K 0.23% 81
2022
Q4 		$260K Buy
12,294
+7,790
+173% +$165K 0.19% 89
2022
Q3 		$93K Buy
4,504
+2,814
+167% +$66.8K 0.07% 150
2022
Q2 		$39K Buy
+1,690
New +$42.3K 0.03% 215

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 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 $725M AUM 17% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 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 $35B AUM 15.18% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $257M AUM 14.41% 1-Year Est. Return

Orion Capital Management's DFAR Position: Q2 2026 in Review

Orion Capital Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.14% in Q2 2026, buying an estimated $26 and bringing the position to 719 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #367.

Orion Capital Management first reported a position in DFAR in Q2 2022 and has held it in 15 quarters since. The position peaked at $350K in Q1 2023. 302 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Orion Capital Management held 719 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $18.8K as of Q2 2026.
  • Orion Capital Management bought 1 DFA Real Estate Securities Portfolio ETF Class Shares share in Q2 2026, an estimated $26.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.01% of Orion Capital Management's portfolio in Q2 2026, its #367 holding.
  • Orion Capital Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2022 and has held it in 15 quarters since.
  • Orion Capital Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $350K in Q1 2023.
  • 302 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.