Raymond James Financial
DFAR icon

Raymond James Financial’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Raymond James Financial’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 		$11M Sell
420,815
-37,507
-8% -$964K ﹤0.01% 2071
2026
Q1 		$10.8M Buy
458,322
+55,096
+14% +$1.32M ﹤0.01% 1949
2025
Q4 		$9.23M Buy
403,226
+34,366
+9% +$805K ﹤0.01% 2031
2025
Q3 		$8.8M Sell
368,860
-99
-0% -$2.33K ﹤0.01% 2026
2025
Q2 		$8.66M Buy
368,959
+10,938
+3% +$254K ﹤0.01% 1977
2025
Q1 		$8.51M Buy
358,021
+71,816
+25% +$1.69M ﹤0.01% 1939
2024
Q4 		$6.66M Buy
+286,205
New +$7.09M ﹤0.01% 2139

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

Raymond James Financial's DFAR Position: Q2 2026 in Review

Raymond James Financial reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 8.2% in Q2 2026, selling an estimated $964K and leaving 420,815 shares worth $11M. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

Raymond James Financial first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Raymond James Financial held 420,815 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $11M as of Q2 2026.
  • Raymond James Financial sold 37,507 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $964K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2071 holding.
  • Raymond James Financial first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.