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

VisionPoint Advisory 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 		– Sell
-14,606
Closed -$345K – 487
2026
Q1 		$345K Buy
+14,606
New +$351K 0.07% 290

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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

VisionPoint Advisory Group's DFAR Position: Q2 2026 in Review

VisionPoint Advisory Group sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2026, closing a stake of 14,606 shares — an estimated $345K sold.

VisionPoint Advisory Group first reported a position in DFAR in Q1 2026 and held it in 1 quarter. The position peaked at $345K in Q1 2026. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • VisionPoint Advisory Group reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 14,606 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $345K.
  • VisionPoint Advisory Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2026 and held it in 1 quarter.
  • VisionPoint Advisory Group's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $345K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.