RFG Advisory
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RFG Advisory’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

RFG Advisory’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
Q1 		– Sell
-81,644
Closed -$1.9M – 858
2024
Q4 		$1.9M Sell
81,644
-26
-0% -$644 0.05% 263
2024
Q3 		$2.09M Sell
81,670
-12,286
-13% -$297K 0.06% 237
2024
Q2 		$2.08M Sell
93,956
-497
-0.5% -$10.7K 0.07% 208
2024
Q1 		$2.11M Sell
94,453
-1,446
-2% -$31.9K 0.07% 209
2023
Q4 		$2.18M Buy
95,899
+72,045
+302% +$1.48M 0.09% 184
2023
Q3 		$466K Buy
23,854
+2,909
+14% +$61.7K 0.02% 420
2023
Q2 		$451K Buy
+20,945
New +$443K 0.02% 444
2022
Q4 		– Sell
-66,951
Closed -$1.4M – 620
2022
Q3 		$1.4M Buy
+66,951
New +$1.59M 0.08% 194

Other funds holding DFAR

Adero Partners
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Beaird Harris Wealth Management
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Rather & Kittrell
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

RFG Advisory's DFAR Position: Q1 2025 in Review

RFG Advisory sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q1 2025, closing a stake of 81,644 shares — an estimated $1.9M sold.

RFG Advisory first reported a position in DFAR in Q3 2022 and held it in 8 quarters. The position peaked at $2.18M in Q4 2023. 244 funds tracked by Wall St. Rank hold DFAR as of Q1 2025.

  • RFG Advisory reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q1 2025 after selling out during the quarter.
  • RFG Advisory sold 81,644 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q1 2025, an estimated $1.9M.
  • RFG Advisory first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2022 and held it in 8 quarters.
  • RFG Advisory's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $2.18M in Q4 2023.
  • 244 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q1 2025.

Based on RFG Advisory's 13F filing for Q1 2025, filed 9 Apr 2025.