Satovsky Asset Management
DFAR icon

Satovsky Asset Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Satovsky Asset 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 		$11.4M Buy
435,281
+7,243
+2% +$186K 1.82% 13
2026
Q1 		$10.1M Buy
428,038
+5,391
+1% +$130K 1.79% 15
2025
Q4 		$9.7M Buy
422,647
+9,554
+2% +$224K 1.88% 11
2025
Q3 		$9.9M Buy
413,093
+14,152
+4% +$334K 1.97% 11
2025
Q2 		$9.36M Buy
398,941
+9,815
+3% +$228K 1.99% 11
2025
Q1 		$9.25M Buy
389,126
+1,109
+0.3% +$26.2K 2.07% 11
2024
Q4 		$9.03M Sell
388,017
-3,290
-0.8% -$81.4K 2.07% 10
2024
Q3 		$10M Buy
391,307
+5,379
+1% +$130K 2.26% 10
2024
Q2 		$8.53M Buy
385,928
+245,188
+174% +$5.27M 2.05% 10
2024
Q1 		$3.15M Buy
140,740
+8,149
+6% +$180K 0.92% 13
2023
Q4 		$3.02M Sell
132,591
-690
-0.5% -$14.1K 0.94% 13
2023
Q3 		$2.6M Sell
133,281
-7,607
-5% -$161K 0.88% 13
2023
Q2 		$3.03M Sell
140,888
-210,807
-60% -$4.46M 1.02% 13
2023
Q1 		$7.56M Buy
351,695
+32,468
+10% +$714K 2.81% 9
2022
Q4 		$6.75M Buy
319,227
+209,553
+191% +$4.44M 2.8% 8
2022
Q3 		$2.26M Buy
109,674
+94,789
+637% +$2.25M 1.3% 10
2022
Q2 		$346K Buy
+14,885
New +$372K 0.2% 23

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 $2.57B AUM 21.7% 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

Satovsky Asset Management's DFAR Position: Q2 2026 in Review

Satovsky Asset Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 1.7% in Q2 2026, buying an estimated $186K and bringing the position to 435,281 shares worth $11.4M. The position accounts for 1.82% of the portfolio, ranked #13.

Satovsky Asset Management first reported a position in DFAR in Q2 2022 and has held it in 17 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Satovsky Asset Management held 435,281 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $11.4M as of Q2 2026.
  • Satovsky Asset Management bought 7,243 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $186K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 1.82% of Satovsky Asset Management's portfolio in Q2 2026, its #13 holding.
  • Satovsky Asset Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2022 and has held it in 17 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.