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Sunrise Financial Services’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Sunrise Financial Services’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 		$785 Hold
30
– – ﹤0.01% 514
2026
Q1 		$710 Sell
30
-491
-94% -$11.8K ﹤0.01% 535
2025
Q4 		$11.9K Buy
+521
New +$12.2K 0.01% 199

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

Sunrise Financial Services's DFAR Position: Q2 2026 in Review

Sunrise Financial Services held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q2 2026 at 30 shares worth $785. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Sunrise Financial Services first reported a position in DFAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $11.9K in Q4 2025. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Sunrise Financial Services held 30 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $785 as of Q2 2026.
  • Sunrise Financial Services left its DFA Real Estate Securities Portfolio ETF Class Shares share count unchanged in Q2 2026.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #514 holding.
  • Sunrise Financial Services first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $11.9K in Q4 2025.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.