Pinney & Scofield’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Pinney & Scofield’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	$11.5M	Buy	439,581 +8,258	+2%	+$212K	5.62%	6
2026 Q1	$10.2M	Buy	431,323 +57,931	+16%	+$1.39M	5.5%	6
2025 Q4	$8.55M	Buy	373,392 +39,962	+12%	+$936K	4.85%	7
2025 Q3	$7.95M	Buy	333,430 +51,683	+18%	+$1.22M	4.94%	7
2025 Q2	$6.61M	Buy	281,747 +24,561	+10%	+$570K	4.47%	7
2025 Q1	$6.11M	Buy	257,186 +29,381	+13%	+$693K	4.43%	7
2024 Q4	$5.3M	Buy	+227,805	New	+$5.64M	4.01%	9

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Pinney & Scofield's DFAR Position: Q2 2026 in Review

Pinney & Scofield increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 1.9% in Q2 2026, buying an estimated $212K and bringing the position to 439,581 shares worth $11.5M. The position accounts for 5.62% of the portfolio, ranked #6.

Pinney & Scofield first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. 302 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Pinney & Scofield held 439,581 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $11.5M as of Q2 2026.
Pinney & Scofield bought 8,258 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $212K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 5.62% of Pinney & Scofield's portfolio in Q2 2026, its #6 holding.
Pinney & Scofield first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
302 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.