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

Summit Wealth Group’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	$2.96M	Buy	113,079 +2,976	+3%	+$76.5K	0.6%	35
2026 Q1	$2.6M	Buy	110,103 +4,686	+4%	+$113K	0.6%	34
2025 Q4	$2.41M	Buy	105,417 +2,052	+2%	+$48.1K	0.56%	33
2025 Q3	$2.47M	Buy	103,365 +1,661	+2%	+$39.2K	0.6%	33
2025 Q2	$2.39M	Buy	101,704 +5,729	+6%	+$133K	0.61%	33
2025 Q1	$2.28M	Buy	95,975 +804	+0.8%	+$19K	0.67%	30
2024 Q4	$2.22M	Buy	95,171 +3,755	+4%	+$93K	0.64%	30
2024 Q3	$2.34M	Sell	91,416 -4,724	-5%	-$114K	0.68%	30
2024 Q2	$2.12M	Buy	96,140 +3,807	+4%	+$81.8K	0.64%	30
2024 Q1	$2.06M	Buy	92,333 +4,746	+5%	+$105K	1.41%	14
2023 Q4	$1.99M	Buy	87,587 +7,521	+9%	+$154K	1.56%	13
2023 Q3	$1.56M	Buy	80,066 +2,148	+3%	+$45.6K	1.39%	12
2023 Q2	$1.68M	Buy	77,918 +74,940	+2,516%	+$1.58M	0.68%	24
2023 Q1	$64K	Buy	+2,978	New	+$65.5K	1.53%	15

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

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

Summit Wealth Group increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 2.7% in Q2 2026, buying an estimated $76.5K and bringing the position to 113,079 shares worth $2.96M. The position accounts for 0.6% of the portfolio, ranked #35.

Summit Wealth Group first reported a position in DFAR in Q1 2023 and has held it in 14 quarters since. 302 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Summit Wealth Group held 113,079 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $2.96M as of Q2 2026.
Summit Wealth Group bought 2,976 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $76.5K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.6% of Summit Wealth Group's portfolio in Q2 2026, its #35 holding.
Summit Wealth Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2023 and has held it in 14 quarters since.
302 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.