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Wealthspire Advisors (New York)’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Wealthspire Advisors (New York)’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 		$1.33M Buy
50,928
+10,403
+26% +$267K 0.01% 505
2026
Q1 		$958K Buy
40,525
+607
+2% +$14.6K 0.01% 413
2025
Q4 		$914K Buy
39,918
+10
+0% +$234 0.01% 452
2025
Q3 		$952K Buy
39,908
+4
+0% +$94 0.01% 401
2025
Q2 		$936K Buy
39,904
+2,996
+8% +$69.6K 0.01% 402
2025
Q1 		$877K Hold
36,908
– – 0.01% 399
2024
Q4 		$859K Buy
+36,908
New +$914K 0.01% 402

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

Wealthspire Advisors (New York)'s DFAR Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 26% in Q2 2026, buying an estimated $267K and bringing the position to 50,928 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #505.

Wealthspire Advisors (New York) 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.

  • Wealthspire Advisors (New York) held 50,928 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.33M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 10,403 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $267K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #505 holding.
  • Wealthspire Advisors (New York) 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 Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.