Wealthspan Partners’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Wealthspan Partners’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	$345K	Buy	13,197 +310	+2%	+$7.97K	0.11%	102
2026 Q1	$305K	Sell	12,887 -209	-2%	-$5.02K	0.11%	100
2025 Q4	$300K	Sell	13,096 -2,046	-14%	-$47.9K	0.11%	99
2025 Q3	$361K	Buy	15,142 +371	+3%	+$8.75K	0.14%	90
2025 Q2	$347K	Buy	14,771 +1,389	+10%	+$32.2K	0.14%	87
2025 Q1	$318K	Buy	13,382 +840	+7%	+$19.8K	0.15%	85
2024 Q4	$292K	Buy	12,542 +728	+6%	+$18K	0.14%	89
2024 Q3	$303K	Buy	11,814 +1,871	+19%	+$45.3K	0.15%	87
2024 Q2	$220K	Buy	+9,943	New	+$214K	0.12%	98

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

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

Wealthspan Partners's DFAR Position: Q2 2026 in Review

Wealthspan Partners increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 2.4% in Q2 2026, buying an estimated $7.97K and bringing the position to 13,197 shares worth $345K. The position accounts for 0.11% of the portfolio, ranked #102.

Wealthspan Partners first reported a position in DFAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $361K in Q3 2025. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Wealthspan Partners held 13,197 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $345K as of Q2 2026.
Wealthspan Partners bought 310 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $7.97K.
DFA Real Estate Securities Portfolio ETF Class Shares made up 0.11% of Wealthspan Partners's portfolio in Q2 2026, its #102 holding.
Wealthspan Partners first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2024 and has held it in 9 quarters since.
Wealthspan Partners's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $361K 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 Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.