Private Advisor Group
DFAR icon

Private Advisor Group’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Private Advisor 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 		$6.7M Sell
256,111
-37,716
-13% -$969K 0.03% 505
2026
Q1 		$6.95M Buy
293,827
+16,666
+6% +$401K 0.03% 513
2025
Q4 		$6.35M Buy
277,161
+51,420
+23% +$1.2M 0.03% 529
2025
Q3 		$5.38M Sell
225,741
-15,783
-7% -$372K 0.03% 582
2025
Q2 		$5.67M Buy
241,524
+57,173
+31% +$1.33M 0.03% 532
2025
Q1 		$4.38M Buy
184,351
+113,491
+160% +$2.68M 0.03% 583
2024
Q4 		$1.65M Buy
70,860
+36,020
+103% +$892K 0.01% 969
2024
Q3 		$893K Buy
34,840
+1,178
+3% +$28.5K 0.01% 1292
2024
Q2 		$744K Buy
33,662
+20,266
+151% +$435K 0.01% 1343
2024
Q1 		$300K Buy
13,396
+2,569
+24% +$56.6K ﹤0.01% 1836
2023
Q4 		$246K Buy
+10,827
New +$222K ﹤0.01% 1916

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 $2.98B AUM 13.9% 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 $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 $34.1B AUM 22.4% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Private Advisor Group's DFAR Position: Q2 2026 in Review

Private Advisor Group reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 13% in Q2 2026, selling an estimated $969K and leaving 256,111 shares worth $6.7M. The position accounts for 0.03% of the portfolio, ranked #505.

Private Advisor Group first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.95M in Q1 2026. 302 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Private Advisor Group held 256,111 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $6.7M as of Q2 2026.
  • Private Advisor Group sold 37,716 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $969K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #505 holding.
  • Private Advisor Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
  • Private Advisor Group's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $6.95M in Q1 2026.
  • 302 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.