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Walkner Condon Financial Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Walkner Condon Financial Advisors’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
-8,600
Closed -$203K – 350
2026
Q1 		$203K Sell
8,600
-200
-2% -$4.81K 0.03% 311
2025
Q4 		$202K Sell
8,800
-8,675
-50% -$203K 0.03% 302
2025
Q3 		$417K Sell
17,475
-4,550
-21% -$107K 0.07% 195
2025
Q2 		$517K Sell
22,025
-3,449
-14% -$80.1K 0.1% 154
2025
Q1 		$606K Sell
25,474
-2,224
-8% -$52.5K 0.12% 130
2024
Q4 		$645K Buy
27,698
+5,503
+25% +$136K 0.13% 131
2024
Q3 		$569K Buy
22,195
+568
+3% +$13.8K 0.12% 142
2024
Q2 		$478K Sell
21,627
-113
-0.5% -$2.43K 0.1% 148
2024
Q1 		$486K Buy
21,740
+12,443
+134% +$274K 0.1% 155
2023
Q4 		$211K Buy
+9,297
New +$190K 0.05% 254

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

Walkner Condon Financial Advisors's DFAR Position: Q2 2026 in Review

Walkner Condon Financial Advisors sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2026, closing a stake of 8,600 shares — an estimated $203K sold.

Walkner Condon Financial Advisors first reported a position in DFAR in Q4 2023 and held it in 10 quarters. The position peaked at $645K in Q4 2024. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Walkner Condon Financial Advisors reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 8,600 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $203K.
  • Walkner Condon Financial Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and held it in 10 quarters.
  • Walkner Condon Financial Advisors's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $645K 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 Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.