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Pinnacle Financial Group’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Pinnacle Financial Group’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 		$6.74M Sell
257,634
-414
-0.2% -$10.6K 1.64% 17
2026
Q1 		$6.1M Sell
258,048
-1,294
-0.5% -$31.1K 1.67% 17
2025
Q4 		$5.94M Buy
259,342
+3,605
+1% +$84.4K 1.72% 17
2025
Q3 		$6.1M Buy
255,737
+12,765
+5% +$301K 1.84% 15
2025
Q2 		$5.7M Buy
242,972
+4,182
+2% +$97.1K 1.91% 16
2025
Q1 		$5.68M Sell
238,790
-763
-0.3% -$18K 2.06% 14
2024
Q4 		$5.57M Sell
239,553
-19,108
-7% -$473K 2.18% 14
2024
Q3 		$6.63M Sell
258,661
-42,042
-14% -$1.02M 2.6% 12
2024
Q2 		$6.65M Buy
300,703
+4,658
+2% +$100K 2.84% 11
2024
Q1 		$6.62M Buy
296,045
+20,733
+8% +$457K 2.91% 12
2023
Q4 		$6.26M Buy
275,312
+15,207
+6% +$312K 3.21% 9
2023
Q3 		$5.08M Buy
260,105
+18,902
+8% +$401K 3.02% 11
2023
Q2 		$5.19M Buy
241,203
+14,614
+6% +$309K 2.95% 11
2023
Q1 		$4.87M Buy
+226,589
New +$4.98M 2.91% 11

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

Pinnacle Financial Group's DFAR Position: Q2 2026 in Review

Pinnacle Financial Group reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.16% in Q2 2026, selling an estimated $10.6K and leaving 257,634 shares worth $6.74M. The position accounts for 1.64% of the portfolio, ranked #17.

Pinnacle Financial Group first reported a position in DFAR in Q1 2023 and has held it in 14 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Pinnacle Financial Group held 257,634 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $6.74M as of Q2 2026.
  • Pinnacle Financial Group sold 414 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $10.6K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 1.64% of Pinnacle Financial Group's portfolio in Q2 2026, its #17 holding.
  • Pinnacle Financial Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2023 and has held it in 14 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Pinnacle Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.