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Stratos Investment Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Stratos Investment 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
2025
Q3 		– Sell
-22,687
Closed -$532K – 363
2025
Q2 		$532K Buy
+22,687
New +$527K 0.02% 246

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Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Stratos Investment Management's DFAR Position: Q3 2025 in Review

Stratos Investment Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2025, closing a stake of 22,687 shares — an estimated $532K sold.

Stratos Investment Management first reported a position in DFAR in Q2 2025 and held it in 1 quarter. The position peaked at $532K in Q2 2025. 259 funds tracked by Wall St. Rank hold DFAR as of Q3 2025.

  • Stratos Investment Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q3 2025 after selling out during the quarter.
  • Stratos Investment Management sold 22,687 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2025, an estimated $532K.
  • Stratos Investment Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2025 and held it in 1 quarter.
  • Stratos Investment Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $532K in Q2 2025.
  • 259 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2025.

Based on Stratos Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.