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Raffa Wealth Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Raffa Wealth 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 		$583K Buy
22,282
+21
+0.1% +$540 0.07% 56
2026
Q1 		$526K Sell
22,261
-466
-2% -$11.2K 0.08% 58
2025
Q4 		$520K Sell
22,727
-183
-0.8% -$4.29K 0.08% 62
2025
Q3 		$546K Buy
22,910
+568
+3% +$13.4K 0.1% 57
2025
Q2 		$524K Buy
22,342
+28
+0.1% +$650 0.1% 55
2025
Q1 		$530K Sell
22,314
-39
-0.2% -$920 0.12% 51
2024
Q4 		$520K Buy
22,353
+15
+0.1% +$371 0.12% 50
2024
Q3 		$573K Sell
22,338
-307
-1% -$7.43K 0.14% 48
2024
Q2 		$500K Sell
22,645
-5,090
-18% -$109K 0.14% 50
2024
Q1 		$620K Buy
27,735
+7,311
+36% +$161K 0.18% 44
2023
Q4 		$464K Buy
+20,424
New +$418K 0.14% 46

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

Raffa Wealth Management's DFAR Position: Q2 2026 in Review

Raffa Wealth Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.09% in Q2 2026, buying an estimated $540 and bringing the position to 22,282 shares worth $583K. The position accounts for 0.07% of the portfolio, ranked #56.

Raffa Wealth Management first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $620K in Q1 2024. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Raffa Wealth Management held 22,282 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $583K as of Q2 2026.
  • Raffa Wealth Management bought 21 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $540.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.07% of Raffa Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Raffa Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
  • Raffa Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $620K in Q1 2024.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.