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

Ruedi 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 		$4.52M Buy
172,857
+3,760
+2% +$96.6K 1.06% 17
2026
Q1 		$4M Buy
169,097
+3,865
+2% +$92.9K 1.03% 18
2025
Q4 		$3.78M Sell
165,232
-1,712
-1% -$40.1K 0.99% 20
2025
Q3 		$3.98M Buy
166,944
+990
+0.6% +$23.3K 1.11% 17
2025
Q2 		$3.89M Sell
165,954
-12,603
-7% -$293K 1.16% 16
2025
Q1 		$4.24M Buy
178,557
+12,089
+7% +$285K 1.33% 16
2024
Q4 		$3.87M Sell
166,468
-6,343
-4% -$157K 1.22% 17
2024
Q3 		$4.43M Sell
172,811
-12,423
-7% -$301K 1.52% 17
2024
Q2 		$4.09M Buy
185,234
+7,572
+4% +$163K 1.61% 16
2024
Q1 		$3.97M Buy
177,662
+167
+0.1% +$3.68K 1.67% 14
2023
Q4 		$4.04M Buy
177,495
+30,035
+20% +$615K 1.9% 13
2023
Q3 		$2.88M Buy
147,460
+24,627
+20% +$522K 1.65% 14
2023
Q2 		$2.64M Buy
122,833
+21,807
+22% +$461K 1.55% 14
2023
Q1 		$2.17M Buy
101,026
+5,900
+6% +$130K 1.39% 14
2022
Q4 		$2.04M Buy
+95,126
New +$2.02M 1.44% 14

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
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 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 $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 $34.1B AUM 22.4% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

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

Ruedi Wealth Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 2.2% in Q2 2026, buying an estimated $96.6K and bringing the position to 172,857 shares worth $4.52M. The position accounts for 1.06% of the portfolio, ranked #17.

Ruedi Wealth Management first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Ruedi Wealth Management held 172,857 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $4.52M as of Q2 2026.
  • Ruedi Wealth Management bought 3,760 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $96.6K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 1.06% of Ruedi Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Ruedi Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.