Strathmore Capital Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Strathmore Capital Advisors’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	$4.67M	Buy	172,699 +20,279	+13%	+$521K	1.26%	11
2026 Q1	$3.88M	Buy	152,420 +25,777	+20%	+$620K	1.1%	13
2025 Q4	$2.9M	Buy	126,643 +8,131	+7%	+$190K	0.95%	18
2025 Q3	$2.83M	Buy	118,512 +4,629	+4%	+$109K	1.16%	15
2025 Q2	$2.67M	Buy	+113,883	New	+$2.64M	1.18%	15
2024 Q4	$2.47M	Buy	+105,946	New	+$2.62M	1.79%	10

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

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Strathmore Capital Advisors's DFAR Position: Q2 2026 in Review

Strathmore Capital Advisors increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 13% in Q2 2026, buying an estimated $521K and bringing the position to 172,699 shares worth $4.67M. The position accounts for 1.26% of the portfolio, ranked #11.

Strathmore Capital Advisors first reported a position in DFAR in Q4 2024 and has held it in 6 quarters since. 302 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Strathmore Capital Advisors held 172,699 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $4.67M as of Q2 2026.
Strathmore Capital Advisors bought 20,279 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $521K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 1.26% of Strathmore Capital Advisors's portfolio in Q2 2026, its #11 holding.
Strathmore Capital Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and has held it in 6 quarters since.
302 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Strathmore Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.