SageView Advisory Group
DFAR icon

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

SageView Advisory Group’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 		$2.01M Sell
76,855
-5,210
-6% -$134K 0.07% 153
2026
Q1 		$1.94M Sell
82,065
-3,641
-4% -$87.5K 0.07% 141
2025
Q4 		$1.96M Buy
85,706
+4,543
+6% +$106K 0.07% 150
2025
Q3 		$1.94M Buy
81,163
+1,125
+1% +$26.5K 0.07% 159
2025
Q2 		$1.88M Buy
80,038
+522
+0.7% +$12.1K 0.07% 147
2025
Q1 		$1.89M Sell
79,516
-412
-0.5% -$9.7K 0.08% 135
2024
Q4 		$1.86M Buy
79,928
+1,792
+2% +$44.4K 0.08% 130
2024
Q3 		$2M Sell
78,136
-3,154
-4% -$76.4K 0.1% 111
2024
Q2 		$1.8M Buy
81,290
+760
+0.9% +$16.3K 0.08% 139
2024
Q1 		$1.8M Buy
80,530
+291
+0.4% +$6.41K 0.09% 121
2023
Q4 		$1.75M Buy
80,239
+660
+0.8% +$13.5K 0.08% 163
2023
Q3 		$1.55M Buy
79,579
+3,632
+5% +$77K 0.09% 137
2023
Q2 		$1.63M Buy
75,947
+723
+1% +$15.3K 0.09% 140
2023
Q1 		$1.62M Buy
75,224
+2,873
+4% +$63.2K 0.1% 131
2022
Q4 		$1.53M Buy
+72,351
New +$1.53M 0.12% 116

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

SageView Advisory Group's DFAR Position: Q2 2026 in Review

SageView Advisory Group reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 6.3% in Q2 2026, selling an estimated $134K and leaving 76,855 shares worth $2.01M. The position accounts for 0.07% of the portfolio, ranked #153.

SageView Advisory Group 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.

  • SageView Advisory Group held 76,855 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $2.01M as of Q2 2026.
  • SageView Advisory Group sold 5,210 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $134K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.07% of SageView Advisory Group's portfolio in Q2 2026, its #153 holding.
  • SageView Advisory Group 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 SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.