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Rehmann Capital Advisory Group’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Rehmann Capital Advisory 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
2025
Q2 		– Sell
-8,883
Closed -$211K – 615
2025
Q1 		$211K Buy
+8,883
New +$210K 0.01% 573
2024
Q4 		– Sell
-8,375
Closed -$215K – 605
2024
Q3 		$215K Buy
+8,375
New +$203K 0.01% 555

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Rehmann Capital Advisory Group's DFAR Position: Q2 2025 in Review

Rehmann Capital Advisory Group sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2025, closing a stake of 8,883 shares — an estimated $211K sold.

Rehmann Capital Advisory Group first reported a position in DFAR in Q3 2024 and held it in 2 quarters. The position peaked at $215K in Q3 2024. 257 funds tracked by Wall St. Rank hold DFAR as of Q2 2025.

  • Rehmann Capital Advisory Group reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2025 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 8,883 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2025, an estimated $211K.
  • Rehmann Capital Advisory Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2024 and held it in 2 quarters.
  • Rehmann Capital Advisory Group's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $215K in Q3 2024.
  • 257 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2025.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2025, filed 30 Jul 2025.