WPWealth
DFAR icon

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

WPWealth’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 		$1.43M Sell
54,709
-1,935
-3% -$49.7K 0.21% 31
2026
Q1 		$1.34M Buy
56,644
+6,198
+12% +$149K 0.2% 34
2025
Q4 		$1.16M Buy
50,446
+522
+1% +$12.2K 0.18% 39
2025
Q3 		$1.19M Buy
49,924
+581
+1% +$13.7K 0.19% 38
2025
Q2 		$1.16M Sell
49,343
-11,762
-19% -$273K 0.21% 36
2025
Q1 		$1.45M Sell
61,105
-94
-0.2% -$2.22K 0.29% 27
2024
Q4 		$1.42M Sell
61,199
-6,173
-9% -$153K 0.29% 26
2024
Q3 		$1.73M Sell
67,372
-4,160
-6% -$101K 0.36% 20
2024
Q2 		$1.58M Sell
71,532
-162
-0.2% -$3.48K 0.38% 20
2024
Q1 		$1.6M Sell
71,694
-4,821
-6% -$106K 0.41% 20
2023
Q4 		$1.74M Sell
76,515
-41,178
-35% -$844K 0.54% 20
2023
Q3 		$2.3M Sell
117,693
-52,062
-31% -$1.1M 0.88% 15
2023
Q2 		$3.65M Sell
169,755
-40,622
-19% -$859K 1.57% 14
2023
Q1 		$4.52M Sell
210,377
-84,025
-29% -$1.85M 2.09% 9
2022
Q4 		$6.23M Buy
+294,402
New +$6.24M 3.26% 8

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
Root Financial Partners
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Vise Technologies
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
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

WPWealth's DFAR Position: Q2 2026 in Review

WPWealth reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 3.4% in Q2 2026, selling an estimated $49.7K and leaving 54,709 shares worth $1.43M. The position accounts for 0.21% of the portfolio, ranked #31.

WPWealth first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.23M in Q4 2022. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • WPWealth held 54,709 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.43M as of Q2 2026.
  • WPWealth sold 1,935 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $49.7K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.21% of WPWealth's portfolio in Q2 2026, its #31 holding.
  • WPWealth first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • WPWealth's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $6.23M in Q4 2022.
  • 301 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

Based on WPWealth's 13F filing for Q2 2026, filed 10 Aug 2026.