VSM Wealth Advisory
DFAR icon

VSM Wealth Advisory’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

VSM Wealth Advisory’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 		$11.8K Hold
451
– – ﹤0.01% 352
2026
Q1 		$10.7K Hold
451
– – ﹤0.01% 361
2025
Q4 		$10.3K Hold
451
– – ﹤0.01% 329
2025
Q3 		$10.8K Hold
451
– – ﹤0.01% 333
2025
Q2 		$10.6K Hold
451
– – ﹤0.01% 379
2025
Q1 		$10.7K Sell
451
-1,128
-71% -$26.6K ﹤0.01% 339
2024
Q4 		$36.7K Buy
+1,579
New +$39.1K 0.01% 220

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
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Vise Technologies
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
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

VSM Wealth Advisory's DFAR Position: Q2 2026 in Review

VSM Wealth Advisory held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q2 2026 at 451 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

VSM Wealth Advisory first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.7K in Q4 2024. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • VSM Wealth Advisory held 451 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $11.8K as of Q2 2026.
  • VSM Wealth Advisory 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 VSM Wealth Advisory's portfolio in Q2 2026, its #352 holding.
  • VSM Wealth Advisory first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $36.7K in Q4 2024.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.