Rialto Wealth Management
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Rialto Wealth Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Rialto Wealth 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 		$50.4K Hold
1,927
– – 0.01% 324
2026
Q1 		$45.6K Buy
1,927
+11
+0.6% +$264 0.01% 292
2025
Q4 		$43.9K Hold
1,916
– – 0.01% 293
2025
Q3 		$45.7K Buy
1,916
+550
+40% +$13K 0.01% 278
2025
Q2 		$32K Hold
1,366
– – 0.01% 305
2025
Q1 		$32.5K Hold
1,366
– – 0.01% 291
2024
Q4 		$31.8K Buy
+1,366
New +$33.8K 0.01% 292

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 $106B AUM 21.33% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 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 $725M AUM 17% 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
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $257M AUM 14.41% 1-Year Est. Return

Rialto Wealth Management's DFAR Position: Q2 2026 in Review

Rialto Wealth Management held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q2 2026 at 1,927 shares worth $50.4K. The position accounts for 0.01% of the portfolio, ranked #324.

Rialto Wealth Management first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. 302 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Rialto Wealth Management held 1,927 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $50.4K as of Q2 2026.
  • Rialto Wealth 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 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #324 holding.
  • Rialto Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
  • 302 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.