TIM
DFAR icon

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

Tortoise 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
2026
Q2 		$629K Buy
24,047
+5,500
+30% +$141K 0.05% 156
2026
Q1 		$439K Buy
18,547
+6,525
+54% +$157K 0.04% 171
2025
Q4 		$275K Sell
12,022
-405
-3% -$9.48K 0.02% 201
2025
Q3 		$296K Hold
12,427
– – 0.03% 191
2025
Q2 		$292K Hold
12,427
– – 0.03% 182
2025
Q1 		$295K Buy
12,427
+420
+3% +$9.91K 0.03% 171
2024
Q4 		$279K Sell
12,007
-1,860
-13% -$46K 0.03% 192
2024
Q3 		$356K Buy
13,867
+1,875
+16% +$45.4K 0.04% 171
2024
Q2 		$265K Buy
11,992
+712
+6% +$15.3K 0.03% 189
2024
Q1 		$252K Sell
11,280
-44
-0.4% -$969 0.03% 192
2023
Q4 		$258K Buy
11,324
+1,670
+17% +$34.2K 0.03% 185
2023
Q3 		$188K Buy
9,654
+230
+2% +$4.88K 0.03% 198
2023
Q2 		$203K Buy
+9,424
New +$199K 0.03% 193

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

Tortoise Investment Management's DFAR Position: Q2 2026 in Review

Tortoise Investment Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 30% in Q2 2026, buying an estimated $141K and bringing the position to 24,047 shares worth $629K. The position accounts for 0.05% of the portfolio, ranked #156.

Tortoise Investment Management first reported a position in DFAR in Q2 2023 and has held it in 13 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Tortoise Investment Management held 24,047 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $629K as of Q2 2026.
  • Tortoise Investment Management bought 5,500 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $141K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.05% of Tortoise Investment Management's portfolio in Q2 2026, its #156 holding.
  • Tortoise Investment Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2023 and has held it in 13 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.