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Warburton Capital Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Warburton Capital Management’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 		$4.72M Buy
180,576
+20,781
+13% +$534K 1.92% 6
2026
Q1 		$3.96M Buy
159,795
+36,915
+30% +$887K 1.93% 6
2025
Q4 		$2.81M Buy
122,880
+21,169
+21% +$496K 1.59% 6
2025
Q3 		$2.43M Buy
101,711
+21,642
+27% +$510K 1.46% 9
2025
Q2 		$1.91M Buy
80,069
+15,821
+25% +$367K 1.13% 10
2025
Q1 		$1.53M Buy
64,248
+17,220
+37% +$406K 1.11% 9
2024
Q4 		$1.09M Buy
+47,028
New +$1.16M 0.82% 11

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

Warburton Capital Management's DFAR Position: Q2 2026 in Review

Warburton Capital Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 13% in Q2 2026, buying an estimated $534K and bringing the position to 180,576 shares worth $4.72M. The position accounts for 1.92% of the portfolio, ranked #6.

Warburton Capital Management first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Warburton Capital Management held 180,576 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $4.72M as of Q2 2026.
  • Warburton Capital Management bought 20,781 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $534K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 1.92% of Warburton Capital Management's portfolio in Q2 2026, its #6 holding.
  • Warburton Capital Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2024 and has held it in 7 quarters since.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.