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Straight Path Wealth Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Straight Path Wealth Management’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 		$8.63M Buy
329,831
+7,735
+2% +$199K 2.02% 12
2026
Q1 		$7.62M Buy
322,096
+33,655
+12% +$809K 2.03% 12
2025
Q4 		$6.61M Buy
288,441
+24,153
+9% +$566K 1.78% 12
2025
Q3 		$6.3M Buy
264,288
+39,730
+18% +$937K 1.7% 12
2025
Q2 		$5.27M Buy
224,558
+18,091
+9% +$420K 1.79% 13
2025
Q1 		$4.91M Buy
206,467
+20,554
+11% +$485K 1.99% 13
2024
Q4 		$4.33M Buy
185,913
+8,543
+5% +$211K 1.71% 13
2024
Q3 		$4.55M Buy
177,370
+8,592
+5% +$208K 1.96% 13
2024
Q2 		$3.73M Buy
168,778
+27,920
+20% +$600K 1.92% 13
2024
Q1 		$3.15M Buy
140,858
+13,953
+11% +$307K 1.77% 14
2023
Q4 		$2.89M Buy
126,905
+20,512
+19% +$420K 1.69% 14
2023
Q3 		$2.08M Buy
106,393
+12,444
+13% +$264K 1.41% 14
2023
Q2 		$2.02M Buy
93,949
+11,435
+14% +$242K 1.39% 14
2023
Q1 		$1.77M Buy
82,514
+10,292
+14% +$226K 1.41% 15
2022
Q4 		$1.53M Buy
72,222
+50,098
+226% +$1.06M 1.46% 16
2022
Q3 		$455K Buy
22,124
+9,694
+78% +$230K 0.41% 43
2022
Q2 		$287K Buy
+12,430
New +$311K 0.28% 53

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

Straight Path Wealth Management's DFAR Position: Q2 2026 in Review

Straight Path Wealth Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 2.4% in Q2 2026, buying an estimated $199K and bringing the position to 329,831 shares worth $8.63M. The position accounts for 2.02% of the portfolio, ranked #12.

Straight Path Wealth Management first reported a position in DFAR in Q2 2022 and has held it in 17 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Straight Path Wealth Management held 329,831 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $8.63M as of Q2 2026.
  • Straight Path Wealth Management bought 7,735 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $199K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 2.02% of Straight Path Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Straight Path Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2022 and has held it in 17 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.