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

UBS 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	$52	Buy	+2	New	+$51	﹤0.01%	10188
2026 Q1	–	Sell	-3,430	Closed	-$78.6K	–	10617
2025 Q4	$78.6K	Sell	3,430 -18,401	-84%	-$431K	﹤0.01%	7019
2025 Q3	$521K	Buy	21,831 +21,800	+70,323%	+$514K	﹤0.01%	6061
2025 Q2	$727	Hold	31	–	–	﹤0.01%	9753
2025 Q1	$737	Hold	31	–	–	﹤0.01%	9672
2024 Q4	$721	Buy	+31	New	+$767	﹤0.01%	9390
2022 Q4	–	Sell	-718	Closed	-$15K	–	10783
2022 Q3	$15K	Buy	+718	New	+$17K	﹤0.01%	7786

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

UBS Group's DFAR Position: Q2 2026 in Review

UBS Group opened a new position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2026: 2 shares worth $52. The stake represents ﹤0.01% of the portfolio and ranks #10188 among its holdings. This is a return to the name: UBS Group previously reported a position in DFAR as recently as Q4 2025.

UBS Group first reported a position in DFAR in Q3 2022 and has held it in 7 quarters since. The position peaked at $521K in Q3 2025. 302 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

UBS Group held 2 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $52 as of Q2 2026.
DFA Real Estate Securities Portfolio ETF Class Shares was a new UBS Group position in Q2 2026.
DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #10188 holding.
UBS Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2022 and has held it in 7 quarters since.
UBS Group's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $521K in Q3 2025.
302 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.