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Stolz & Associates’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Stolz & Associates’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 		$883K Buy
33,740
+1,335
+4% +$34.3K 0.55% 15
2026
Q1 		$823K Buy
32,405
+1,340
+4% +$32.2K 0.57% 16
2025
Q4 		$711K Buy
+31,065
New +$727K 0.55% 20

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

Stolz & Associates's DFAR Position: Q2 2026 in Review

Stolz & Associates increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 4.1% in Q2 2026, buying an estimated $34.3K and bringing the position to 33,740 shares worth $883K. The position accounts for 0.55% of the portfolio, ranked #15.

Stolz & Associates first reported a position in DFAR in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Stolz & Associates held 33,740 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $883K as of Q2 2026.
  • Stolz & Associates bought 1,335 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $34.3K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.55% of Stolz & Associates's portfolio in Q2 2026, its #15 holding.
  • Stolz & Associates first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Stolz & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.