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Summit Wealth Group (Colorado)’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Summit Wealth Group (Colorado)’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 		$4.91M Buy
187,675
+4,487
+2% +$115K 0.41% 35
2026
Q1 		$4.33M Sell
183,188
-8,311
-4% -$200K 0.46% 33
2025
Q4 		$4.39M Buy
+191,499
New +$4.48M 0.58% 24
2025
Q3 		– Sell
-185,618
Closed -$4.35M – 513
2025
Q2 		$4.35M Buy
+185,618
New +$4.31M 1.09% 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

Summit Wealth Group (Colorado)'s DFAR Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 2.4% in Q2 2026, buying an estimated $115K and bringing the position to 187,675 shares worth $4.91M. The position accounts for 0.41% of the portfolio, ranked #35.

Summit Wealth Group (Colorado) first reported a position in DFAR in Q2 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Summit Wealth Group (Colorado) held 187,675 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $4.91M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 4,487 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $115K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.41% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #35 holding.
  • Summit Wealth Group (Colorado) first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.