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SC&H Financial Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

SC&H Financial Advisors’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 		$254K Buy
9,700
+33
+0.3% +$848 0.03% 145
2026
Q1 		$229K Buy
9,667
+21
+0.2% +$505 0.03% 146
2025
Q4 		$221K Sell
9,646
-86
-0.9% -$2.01K 0.03% 153
2025
Q3 		$232K Sell
9,732
-2,232
-19% -$52.6K 0.04% 140
2025
Q2 		$281K Sell
11,964
-6,742
-36% -$157K 0.05% 122
2025
Q1 		$445K Buy
18,706
+15
+0.1% +$354 0.09% 93
2024
Q4 		$435K Buy
18,691
+363
+2% +$8.99K 0.09% 94
2024
Q3 		$470K Buy
18,328
+61
+0.3% +$1.48K 0.1% 96
2024
Q2 		$404K Buy
18,267
+74
+0.4% +$1.59K 0.1% 98
2024
Q1 		$407K Buy
18,193
+2,362
+15% +$52K 0.11% 100
2023
Q4 		$360K Sell
15,831
-15,209
-49% -$312K 0.1% 102
2023
Q3 		$606K Sell
31,040
-1,389
-4% -$29.5K 0.2% 76
2023
Q2 		$698K Sell
32,429
-1,175
-3% -$24.8K 0.23% 75
2023
Q1 		$722K Buy
33,604
+2,628
+8% +$57.8K 0.26% 71
2022
Q4 		$655K Buy
+30,976
New +$656K 0.27% 72

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
SC
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

SC&H Financial Advisors's DFAR Position: Q2 2026 in Review

SC&H Financial Advisors increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.34% in Q2 2026, buying an estimated $848 and bringing the position to 9,700 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #145.

SC&H Financial Advisors first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $722K in Q1 2023. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • SC&H Financial Advisors held 9,700 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $254K as of Q2 2026.
  • SC&H Financial Advisors bought 33 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $848.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.03% of SC&H Financial Advisors's portfolio in Q2 2026, its #145 holding.
  • SC&H Financial Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • SC&H Financial Advisors's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $722K in Q1 2023.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.