Wealth Enhancement Advisory Services
DFAR icon

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

Wealth Enhancement Advisory Services’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 		$2.58M Buy
97,709
+4,930
+5% +$127K ﹤0.01% 1405
2026
Q1 		$2.24M Sell
92,779
-37,893
-29% -$911K ﹤0.01% 1333
2025
Q4 		$3.02M Buy
130,672
+1,745
+1% +$40.9K ﹤0.01% 1289
2025
Q3 		$3.04M Buy
128,927
+19,739
+18% +$465K ﹤0.01% 1206
2025
Q2 		$2.58M Buy
109,188
+8,967
+9% +$208K ﹤0.01% 1229
2025
Q1 		$2.38M Buy
100,221
+14,027
+16% +$331K ﹤0.01% 1159
2024
Q4 		$2.01M Sell
86,194
-53
-0.1% -$1.31K ﹤0.01% 1193
2024
Q3 		$2.21M Buy
86,247
+16,793
+24% +$407K ﹤0.01% 1003
2024
Q2 		$1.53M Buy
69,454
+52,027
+299% +$1.12M ﹤0.01% 1096
2024
Q1 		$390K Buy
17,427
+1,125
+7% +$24.8K ﹤0.01% 1736
2023
Q4 		$371K Buy
16,302
+3,559
+28% +$72.9K ﹤0.01% 1686
2023
Q3 		$249K Buy
+12,743
New +$270K ﹤0.01% 1857

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

Wealth Enhancement Advisory Services's DFAR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 5.3% in Q2 2026, buying an estimated $127K and bringing the position to 97,709 shares worth $2.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Wealth Enhancement Advisory Services first reported a position in DFAR in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.04M in Q3 2025. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 97,709 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $2.58M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 4,930 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $127K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1405 holding.
  • Wealth Enhancement Advisory Services first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $3.04M in Q3 2025.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.