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Sterling Financial Planning’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Sterling Financial Planning’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 		$1.3M Sell
49,877
-311
-0.6% -$7.99K 0.35% 48
2026
Q1 		$1.19M Buy
50,188
+2,462
+5% +$59.2K 0.35% 49
2025
Q4 		$1.09M Buy
47,726
+1,229
+3% +$28.8K 0.33% 50
2025
Q3 		$1.11M Buy
46,497
+122
+0.3% +$2.88K 0.35% 50
2025
Q2 		$1.09M Buy
46,375
+2,238
+5% +$52K 0.36% 50
2025
Q1 		$1.05M Buy
44,137
+2,970
+7% +$70K 0.38% 50
2024
Q4 		$958K Buy
41,167
+48
+0.1% +$1.19K 0.35% 50
2024
Q3 		$1.05M Sell
41,119
-913
-2% -$22.1K 0.39% 50
2024
Q2 		$929K Buy
42,032
+2,618
+7% +$56.2K 0.38% 52
2024
Q1 		$882K Sell
39,414
-11,117
-22% -$245K 0.36% 54
2023
Q4 		$1.15M Buy
50,531
+12,358
+32% +$253K 0.5% 50
2023
Q3 		$745K Buy
38,173
+9,242
+32% +$196K 0.38% 49
2023
Q2 		$623K Buy
28,931
+1,610
+6% +$34K 0.31% 52
2023
Q1 		$587K Buy
27,321
+790
+3% +$17.4K 0.32% 54
2022
Q4 		$561K Buy
+26,531
New +$562K 0.33% 54

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

Sterling Financial Planning's DFAR Position: Q2 2026 in Review

Sterling Financial Planning reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.62% in Q2 2026, selling an estimated $7.99K and leaving 49,877 shares worth $1.3M. The position accounts for 0.35% of the portfolio, ranked #48.

Sterling Financial Planning first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Sterling Financial Planning held 49,877 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.3M as of Q2 2026.
  • Sterling Financial Planning sold 311 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $7.99K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.35% of Sterling Financial Planning's portfolio in Q2 2026, its #48 holding.
  • Sterling Financial Planning first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.