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

TAGStone Capital’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 		$616K Sell
23,533
-10,638
-31% -$273K 0.2% 80
2026
Q1 		$808K Sell
34,171
-3,075
-8% -$73.9K 0.29% 60
2025
Q4 		$853K Sell
37,246
-6,674
-15% -$156K 0.32% 56
2025
Q3 		$1.05M Sell
43,920
-1,021
-2% -$24.1K 0.42% 49
2025
Q2 		$1.04M Buy
44,941
+9,081
+25% +$211K 0.43% 47
2025
Q1 		$852K Buy
35,860
+2,478
+7% +$58.4K 0.42% 47
2024
Q4 		$777K Buy
33,382
+5,931
+22% +$147K 0.38% 45
2024
Q3 		$704K Buy
27,451
+140
+0.5% +$3.39K 0.36% 48
2024
Q2 		$604K Buy
27,311
+1,928
+8% +$41.4K 0.34% 50
2024
Q1 		$568K Buy
25,383
+12,530
+97% +$276K 0.33% 53
2023
Q4 		$292K Buy
+12,853
New +$263K 0.19% 72

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
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Vise Technologies
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
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Savant Capital
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

TAGStone Capital's DFAR Position: Q2 2026 in Review

TAGStone Capital reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 31% in Q2 2026, selling an estimated $273K and leaving 23,533 shares worth $616K. The position accounts for 0.2% of the portfolio, ranked #80.

TAGStone Capital first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q3 2025. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • TAGStone Capital held 23,533 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $616K as of Q2 2026.
  • TAGStone Capital sold 10,638 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $273K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.2% of TAGStone Capital's portfolio in Q2 2026, its #80 holding.
  • TAGStone Capital first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
  • TAGStone Capital's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.05M in Q3 2025.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.