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Savant Capital’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Savant Capital’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 		$31.5M Buy
1,194,369
+481,443
+68% +$12.4M 0.09% 146
2026
Q1 		$16.9M Sell
712,926
-245,861
-26% -$5.91M 0.08% 141
2025
Q4 		$22M Buy
958,787
+404,919
+73% +$9.48M 0.12% 114
2025
Q3 		$13.2M Sell
553,868
-45,582
-8% -$1.07M 0.08% 142
2025
Q2 		$14.1M Sell
599,450
-99,507
-14% -$2.31M 0.1% 122
2025
Q1 		$16.6M Sell
698,957
-313,230
-31% -$7.39M 0.14% 97
2024
Q4 		$23.6M Sell
1,012,187
-249,780
-20% -$6.18M 0.19% 86
2024
Q3 		$32.4M Sell
1,261,967
-133,642
-10% -$3.24M 0.27% 68
2024
Q2 		$30.8M Buy
1,395,609
+1,163,244
+501% +$25M 0.31% 63
2024
Q1 		$5.2M Sell
232,365
-64,090
-22% -$1.41M 0.06% 187
2023
Q4 		$6.74M Sell
296,455
-107,518
-27% -$2.2M 0.09% 156
2023
Q3 		$7.89M Buy
+403,973
New +$8.57M 0.12% 129

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
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Savant Capital's DFAR Position: Q2 2026 in Review

Savant Capital increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 68% in Q2 2026, buying an estimated $12.4M and bringing the position to 1,194,369 shares worth $31.5M. The position accounts for 0.09% of the portfolio, ranked #146.

Savant Capital first reported a position in DFAR in Q3 2023 and has held it in 12 quarters since. The position peaked at $32.4M in Q3 2024. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Savant Capital held 1,194,369 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $31.5M as of Q2 2026.
  • Savant Capital bought 481,443 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $12.4M.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.09% of Savant Capital's portfolio in Q2 2026, its #146 holding.
  • Savant Capital first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2023 and has held it in 12 quarters since.
  • Savant Capital's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $32.4M in Q3 2024.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.