Root Financial Partners
DFAR icon

Root Financial Partners’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Root Financial Partners’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 		$60.8M Buy
2,326,002
+208,525
+10% +$5.36M 2.36% 12
2026
Q1 		$50.1M Buy
2,117,477
+208,208
+11% +$5.01M 2.32% 10
2025
Q4 		$43.7M Buy
1,909,269
+326,780
+21% +$7.65M 2.23% 11
2025
Q3 		$37.7M Buy
1,582,489
+528,128
+50% +$12.5M 2.33% 10
2025
Q2 		$24.7M Sell
1,054,361
-56,601
-5% -$1.31M 2.39% 11
2025
Q1 		$26.4M Buy
1,110,962
+140,598
+14% +$3.32M 2.81% 9
2024
Q4 		$22.6M Buy
970,364
+221,230
+30% +$5.48M 2.8% 9
2024
Q3 		$19.2M Buy
749,134
+201,518
+37% +$4.88M 3.07% 9
2024
Q2 		$12.1M Buy
547,616
+136,081
+33% +$2.92M 2.83% 9
2024
Q1 		$9.21M Buy
411,535
+72,171
+21% +$1.59M 2.73% 10
2023
Q4 		$7.72M Buy
339,364
+80,946
+31% +$1.66M 2.9% 9
2023
Q3 		$5.04M Buy
258,418
+47,755
+23% +$1.01M 2.67% 9
2023
Q2 		$4.53M Buy
210,663
+80,248
+62% +$1.7M 2.7% 9
2023
Q1 		$2.8M Buy
+130,415
New +$2.87M 2% 9

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
Vise Technologies
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
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 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 $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
Rather & Kittrell
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Root Financial Partners's DFAR Position: Q2 2026 in Review

Root Financial Partners increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 9.8% in Q2 2026, buying an estimated $5.36M and bringing the position to 2,326,002 shares worth $60.8M. The position accounts for 2.36% of the portfolio, ranked #12.

Root Financial Partners first reported a position in DFAR in Q1 2023 and has held it in 14 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Root Financial Partners held 2,326,002 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $60.8M as of Q2 2026.
  • Root Financial Partners bought 208,525 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $5.36M.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 2.36% of Root Financial Partners's portfolio in Q2 2026, its #12 holding.
  • Root Financial Partners first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2023 and has held it in 14 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.