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Squire Investment Management Company’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Squire Investment Management Company’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 		$3.58M Buy
136,916
+725
+0.5% +$18.6K 0.86% 21
2026
Q1 		$3.22M Buy
136,191
+17,268
+15% +$415K 0.9% 21
2025
Q4 		$2.72M Buy
118,923
+10,394
+10% +$243K 0.82% 21
2025
Q3 		$2.59M Buy
108,529
+21,083
+24% +$497K 0.84% 22
2025
Q2 		$2.05M Buy
87,446
+7,446
+9% +$173K 0.76% 23
2025
Q1 		$1.9M Buy
+80,000
New +$1.89M 0.79% 21

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

Squire Investment Management Company's DFAR Position: Q2 2026 in Review

Squire Investment Management Company increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.53% in Q2 2026, buying an estimated $18.6K and bringing the position to 136,916 shares worth $3.58M. The position accounts for 0.86% of the portfolio, ranked #21.

Squire Investment Management Company first reported a position in DFAR in Q1 2025 and has held it in 6 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Squire Investment Management Company held 136,916 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $3.58M as of Q2 2026.
  • Squire Investment Management Company bought 725 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $18.6K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.86% of Squire Investment Management Company's portfolio in Q2 2026, its #21 holding.
  • Squire Investment Management Company first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2025 and has held it in 6 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.