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

Sequoia 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 		$19.8M Buy
757,577
+50,748
+7% +$1.3M 0.1% 139
2026
Q1 		$16.7M Buy
706,829
+19,342
+3% +$465K 0.09% 149
2025
Q4 		$15.7M Buy
687,487
+34,614
+5% +$811K 0.09% 158
2025
Q3 		$15.6M Buy
652,873
+29,303
+5% +$691K 0.09% 155
2025
Q2 		$14.6M Buy
623,570
+112,790
+22% +$2.62M 0.1% 156
2025
Q1 		$12.1M Buy
510,780
+158,894
+45% +$3.75M 0.09% 171
2024
Q4 		$8.19M Buy
351,886
+20,480
+6% +$507K 0.08% 199
2024
Q3 		$8.5M Buy
331,406
+20,346
+7% +$493K 0.09% 164
2024
Q2 		$6.87M Buy
311,060
+46,668
+18% +$1M 0.08% 160
2024
Q1 		$5.91M Buy
264,392
+23,844
+10% +$525K 0.07% 180
2023
Q4 		$5.47M Buy
240,548
+29,504
+14% +$604K 0.07% 204
2023
Q3 		$4.12M Buy
211,044
+23,534
+13% +$499K 0.07% 164
2023
Q2 		$4.04M Buy
187,510
+31,779
+20% +$672K 0.07% 174
2023
Q1 		$3.35M Buy
+155,731
New +$3.42M 0.07% 167

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

Sequoia Financial Advisors's DFAR Position: Q2 2026 in Review

Sequoia Financial Advisors increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 7.2% in Q2 2026, buying an estimated $1.3M and bringing the position to 757,577 shares worth $19.8M. The position accounts for 0.1% of the portfolio, ranked #139.

Sequoia Financial Advisors first reported a position in DFAR in Q1 2023 and has held it in 14 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Sequoia Financial Advisors held 757,577 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $19.8M as of Q2 2026.
  • Sequoia Financial Advisors bought 50,748 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.3M.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.1% of Sequoia Financial Advisors's portfolio in Q2 2026, its #139 holding.
  • Sequoia Financial Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2023 and has held it in 14 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.