Seneschal Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Seneschal 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	$5.66M	Buy	216,478 +3,223	+2%	+$82.8K	3.88%	8
2026 Q1	$5.04M	Buy	213,255 +12,480	+6%	+$300K	3.74%	8
2025 Q4	$4.6M	Buy	200,775 +10,527	+6%	+$247K	3.39%	9
2025 Q3	$4.54M	Buy	190,248 +18,003	+10%	+$424K	3.29%	10
2025 Q2	$4.04M	Buy	172,245 +31,631	+22%	+$734K	3.19%	10
2025 Q1	$3.34M	Buy	140,614 +17,752	+14%	+$419K	2.87%	11
2024 Q4	$2.86M	Buy	+122,862	New	+$3.04M	2.39%	12

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Seneschal Advisors's DFAR Position: Q2 2026 in Review

Seneschal Advisors increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 1.5% in Q2 2026, buying an estimated $82.8K and bringing the position to 216,478 shares worth $5.66M. The position accounts for 3.88% of the portfolio, ranked #8.

Seneschal Advisors first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. 302 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Seneschal Advisors held 216,478 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $5.66M as of Q2 2026.
Seneschal Advisors bought 3,223 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $82.8K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 3.88% of Seneschal Advisors's portfolio in Q2 2026, its #8 holding.
Seneschal Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
302 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.