RAM Investment Partners’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

RAM Investment Partners’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	$38.1M	Buy	1,456,821 +29,040	+2%	+$746K	6.1%	7
2026 Q1	$33.8M	Buy	1,427,781 +72,383	+5%	+$1.74M	5.93%	7
2025 Q4	$31M	Buy	1,355,398 +40,528	+3%	+$949K	5.61%	7
2025 Q3	$31.4M	Buy	1,314,870 +48,395	+4%	+$1.14M	5.88%	7
2025 Q2	$29.7M	Buy	1,266,475 +46,825	+4%	+$1.09M	6.24%	7
2025 Q1	$29M	Buy	1,219,650 +16,100	+1%	+$380K	7.16%	6
2024 Q4	$28M	Buy	1,203,550 +6,566	+0.5%	+$163K	6.88%	6
2024 Q3	$30.7M	Buy	1,196,984 +13,566	+1%	+$328K	7.99%	4
2024 Q2	$26.2M	Buy	1,183,418 +61,953	+6%	+$1.33M	7.59%	4
2024 Q1	$25.1M	Buy	1,121,465 +31,817	+3%	+$701K	7.89%	4
2023 Q4	$24.8M	Sell	1,089,648 -72,778	-6%	-$1.49M	8.64%	4
2023 Q3	$22.7M	Buy	1,162,426 +22,403	+2%	+$475K	9.6%	3
2023 Q2	$24.5M	Buy	1,140,023 +833,204	+272%	+$17.6M	10.26%	3
2023 Q1	$6.59M	Buy	306,819 +47,525	+18%	+$1.05M	3.55%	8
2022 Q4	$5.48M	Buy	+259,294	New	+$5.49M	3.37%	8

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

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

RAM Investment Partners's DFAR Position: Q2 2026 in Review

RAM Investment Partners increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 2% in Q2 2026, buying an estimated $746K and bringing the position to 1,456,821 shares worth $38.1M. The position accounts for 6.1% of the portfolio, ranked #7.

RAM Investment Partners first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

RAM Investment Partners held 1,456,821 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $38.1M as of Q2 2026.
RAM Investment Partners bought 29,040 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $746K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 6.1% of RAM Investment Partners's portfolio in Q2 2026, its #7 holding.
RAM Investment Partners first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.