Sittner & Nelson’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Sittner & Nelson’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	$22.9K	Hold	877	–	–	0.01%	369
2026 Q1	$20.7K	Hold	877	–	–	0.01%	379
2025 Q4	$21.1K	Hold	877	–	–	0.01%	342
2025 Q3	$20.9K	Sell	877 -1,382	-61%	-$32.6K	0.01%	317
2025 Q2	$53K	Buy	2,259 +1,098	+95%	+$25.5K	0.02%	245
2025 Q1	$27.6K	Buy	+1,161	New	+$27.4K	0.01%	280

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 $8.83B AUM 27.11% 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 $676M AUM 26.38% 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

Sittner & Nelson's DFAR Position: Q2 2026 in Review

Sittner & Nelson held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q2 2026 at 877 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #369.

Sittner & Nelson first reported a position in DFAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $53K in Q2 2025. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Sittner & Nelson held 877 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $22.9K as of Q2 2026.
Sittner & Nelson left its DFA Real Estate Securities Portfolio ETF Class Shares share count unchanged in Q2 2026.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.01% of Sittner & Nelson's portfolio in Q2 2026, its #369 holding.
Sittner & Nelson first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2025 and has held it in 6 quarters since.
Sittner & Nelson's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $53K in Q2 2025.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.