Red Lighthouse Investment Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Red Lighthouse Investment 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	$1.21M	Hold	46,180	–	–	0.36%	34
2026 Q1	$1.09M	Hold	46,180	–	–	0.37%	33
2025 Q4	$1.06M	Hold	46,180	–	–	0.38%	30
2025 Q3	$1.1M	Hold	46,180	–	–	0.38%	30
2025 Q2	$1.08M	Buy	+46,180	New	+$1.07M	0.41%	27
2025 Q1	–	Sell	-46,180	Closed	-$1.07M	–	110
2024 Q4	$1.07M	Hold	46,180	–	–	0.43%	28
2024 Q3	$1.18M	Hold	46,180	–	–	0.46%	26
2024 Q2	$1.02M	Buy	+46,180	New	+$992K	0.43%	27

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

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

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

Red Lighthouse Investment Management's DFAR Position: Q2 2026 in Review

Red Lighthouse Investment Management held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q2 2026 at 46,180 shares worth $1.21M. The position accounts for 0.36% of the portfolio, ranked #34.

Red Lighthouse Investment Management first reported a position in DFAR in Q2 2024 and has held it in 8 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Red Lighthouse Investment Management held 46,180 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.21M as of Q2 2026.
Red Lighthouse Investment Management left its DFA Real Estate Securities Portfolio ETF Class Shares share count unchanged in Q2 2026.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.36% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #34 holding.
Red Lighthouse Investment Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2024 and has held it in 8 quarters since.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.