Strategic Investment Solutions’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Strategic Investment Solutions’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	$917K	Sell	35,041 -48	-0.1%	-$1.23K	0.21%	74
2026 Q1	$830K	Buy	35,089 +567	+2%	+$13.6K	0.2%	75
2025 Q4	$791K	Sell	34,522 -7,027	-17%	-$165K	0.19%	74
2025 Q3	$991K	Sell	41,549 -8,127	-16%	-$192K	0.26%	62
2025 Q2	$1.17M	Sell	49,676 -57,944	-54%	-$1.35M	0.35%	53
2025 Q1	$2.57M	Buy	107,620 +2,189	+2%	+$51.6K	0.74%	30
2024 Q4	$2.64M	Buy	105,431 +11,747	+13%	+$291K	0.88%	25
2024 Q3	$2.4M	Sell	93,684 -94	-0.1%	-$2.28K	0.72%	28
2024 Q2	$2.22M	Buy	+93,778	New	+$2.01M	0.72%	28
2023 Q4	$1.49M	Sell	65,639 -1,437,449	-96%	-$29.4M	0.26%	56
2023 Q3	$32M	Buy	1,503,088 +1,468,818	+4,286%	+$31.2M	0.39%	47
2023 Q2	$708K	Sell	34,270 -21,740	-39%	-$460K	0.15%	65
2023 Q1	$1.2M	Sell	56,010 -4,444	-7%	-$97.7K	0.24%	68
2022 Q4	$1.45M	Buy	+60,454	New	+$1.28M	0.71%	31

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

Strategic Investment Solutions's DFAR Position: Q2 2026 in Review

Strategic Investment Solutions reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.14% in Q2 2026, selling an estimated $1.23K and leaving 35,041 shares worth $917K. The position accounts for 0.21% of the portfolio, ranked #74.

Strategic Investment Solutions first reported a position in DFAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $32M in Q3 2023. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Strategic Investment Solutions held 35,041 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $917K as of Q2 2026.
Strategic Investment Solutions sold 48 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.23K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.21% of Strategic Investment Solutions's portfolio in Q2 2026, its #74 holding.
Strategic Investment Solutions first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $32M in Q3 2023.
301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.