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Ritter Daniher Financial Advisory’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Ritter Daniher Financial 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
2026
Q2 		$190 Hold
7
– – ﹤0.01% 586
2026
Q1 		$171 Hold
7
– – ﹤0.01% 576
2025
Q4 		$165 Hold
7
– – ﹤0.01% 591
2025
Q3 		$169 Buy
7
+3
+75% +$71 ﹤0.01% 457
2025
Q2 		$95 Buy
+4
New +$93 ﹤0.01% 334

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

Ritter Daniher Financial Advisory's DFAR Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q2 2026 at 7 shares worth $190. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Ritter Daniher Financial Advisory first reported a position in DFAR in Q2 2025 and has held it in 5 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Ritter Daniher Financial Advisory held 7 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $190 as of Q2 2026.
  • Ritter Daniher Financial Advisory 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 Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #586 holding.
  • Ritter Daniher Financial Advisory first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.