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Sowell Financial Services’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Sowell Financial Services’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 		$1.27M Buy
48,478
+410
+0.9% +$10.5K 0.04% 404
2026
Q1 		$1.14M Buy
48,068
+560
+1% +$13.5K 0.04% 407
2025
Q4 		$1.09M Buy
47,508
+4,695
+11% +$110K 0.04% 411
2025
Q3 		$1.02M Buy
42,813
+4,846
+13% +$114K 0.04% 413
2025
Q2 		$891K Buy
37,967
+954
+3% +$22.1K 0.04% 447
2025
Q1 		$880K Buy
37,013
+130
+0.4% +$3.07K 0.04% 421
2024
Q4 		$858K Buy
36,883
+610
+2% +$15.1K 0.05% 333
2024
Q3 		$930K Sell
36,273
-30,653
-46% -$742K 0.04% 350
2024
Q2 		$1.48M Sell
66,926
-416
-0.6% -$8.94K 0.07% 277
2024
Q1 		$1.51M Buy
67,342
+6,636
+11% +$146K 0.07% 278
2023
Q4 		$1.38M Buy
60,706
+2,381
+4% +$48.8K 0.07% 277
2023
Q3 		$1.14M Buy
58,325
+5,136
+10% +$109K 0.07% 290
2023
Q2 		$1.15M Buy
53,189
+536
+1% +$11.3K 0.06% 326
2023
Q1 		$1.13M Buy
52,653
+8,782
+20% +$193K 0.09% 274
2022
Q4 		$928K Buy
43,871
+23,659
+117% +$501K 0.06% 329
2022
Q3 		$416K Buy
+20,212
New +$480K 0.04% 338

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

Sowell Financial Services's DFAR Position: Q2 2026 in Review

Sowell Financial Services increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.85% in Q2 2026, buying an estimated $10.5K and bringing the position to 48,478 shares worth $1.27M. The position accounts for 0.04% of the portfolio, ranked #404.

Sowell Financial Services first reported a position in DFAR in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.51M in Q1 2024. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Sowell Financial Services held 48,478 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.27M as of Q2 2026.
  • Sowell Financial Services bought 410 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $10.5K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #404 holding.
  • Sowell Financial Services first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2022 and has held it in 16 quarters since.
  • Sowell Financial Services's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.51M in Q1 2024.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.