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UMB Bank’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

UMB Bank’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 		$187K Hold
7,154
– – ﹤0.01% 755
2026
Q1 		$169K Hold
7,154
– – ﹤0.01% 742
2025
Q4 		$164K Hold
7,154
– – ﹤0.01% 737
2025
Q3 		$171K Hold
7,154
– – ﹤0.01% 666
2025
Q2 		$168K Hold
7,154
– – ﹤0.01% 641
2025
Q1 		$170K Hold
7,154
– – ﹤0.01% 598
2024
Q4 		$166K Buy
7,154
+298
+4% +$7.38K ﹤0.01% 589
2024
Q3 		$176K Hold
6,856
– – ﹤0.01% 601
2024
Q2 		$152K Hold
6,856
– – ﹤0.01% 611
2024
Q1 		$153K Hold
6,856
– – ﹤0.01% 620
2023
Q4 		$156K Buy
6,856
+1,997
+41% +$40.9K ﹤0.01% 635
2023
Q3 		$94.8K Hold
4,859
– – ﹤0.01% 702
2023
Q2 		$105K Buy
+4,859
New +$103K ﹤0.01% 688

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

UMB Bank's DFAR Position: Q2 2026 in Review

UMB Bank held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q2 2026 at 7,154 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

UMB Bank 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.

  • UMB Bank held 7,154 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $187K as of Q2 2026.
  • UMB Bank 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 UMB Bank's portfolio in Q2 2026, its #755 holding.
  • UMB Bank 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 UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.