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Vise Technologies’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Vise Technologies’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 		$57.3M Buy
2,191,582
+495,017
+29% +$12.7M 0.65% 32
2026
Q1 		$38.9M Hold
1,696,565
– – 0.76% 21
2025
Q4 		$38.9M Buy
1,696,565
+1,264,461
+293% +$29.6M 0.76% 21
2025
Q3 		$10.3M Buy
+432,104
New +$10.2M 0.38% 51

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
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
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Vise Technologies's DFAR Position: Q2 2026 in Review

Vise Technologies increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 29% in Q2 2026, buying an estimated $12.7M and bringing the position to 2,191,582 shares worth $57.3M. The position accounts for 0.65% of the portfolio, ranked #32.

Vise Technologies first reported a position in DFAR in Q3 2025 and has held it in 4 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Vise Technologies held 2,191,582 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $57.3M as of Q2 2026.
  • Vise Technologies bought 495,017 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $12.7M.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.65% of Vise Technologies's portfolio in Q2 2026, its #32 holding.
  • Vise Technologies first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2025 and has held it in 4 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.