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O'Shaughnessy Asset Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

O'Shaughnessy Asset 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 		– Sell
-124
Closed -$2.93K – 2674
2026
Q1 		$2.93K Buy
+124
New +$2.98K ﹤0.01% 2537
2025
Q4 		– Sell
-1
Closed -$24 – 2663
2025
Q3 		$24 Hold
1
– – ﹤0.01% 2549
2025
Q2 		$23 Hold
1
– – ﹤0.01% 2371
2025
Q1 		$24 Buy
+1
New +$24 ﹤0.01% 2296

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

O'Shaughnessy Asset Management's DFAR Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2026, closing a stake of 124 shares — an estimated $2.93K sold.

O'Shaughnessy Asset Management first reported a position in DFAR in Q1 2025 and held it in 4 quarters. The position peaked at $2.93K in Q1 2026. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • O'Shaughnessy Asset Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 124 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $2.93K.
  • O'Shaughnessy Asset Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2025 and held it in 4 quarters.
  • O'Shaughnessy Asset Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $2.93K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.