AWM
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Able Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Able Wealth 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
2024
Q1 		– Sell
-1,484
Closed -$33.8K – 186
2023
Q4 		$33.8K Buy
+1,484
New +$30.4K 0.03% 160

Other funds holding DFAR

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BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
BFA
Brown Financial Advisory Fairhope, Alabama $202M AUM 18.83% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Able Wealth Management's DFAR Position: Q1 2024 in Review

Able Wealth Management sold out of Dimensional US Real Estate ETF (DFAR) in Q1 2024, closing a stake of 1,484 shares — an estimated $33.8K sold.

Able Wealth Management first reported a position in DFAR in Q4 2023 and held it in 1 quarter. The position peaked at $33.8K in Q4 2023. 187 funds tracked by Wall St. Rank hold DFAR as of Q1 2024.

  • Able Wealth Management reported no remaining Dimensional US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 1,484 Dimensional US Real Estate ETF shares in Q1 2024, an estimated $33.8K.
  • Able Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Dimensional US Real Estate ETF position peaked at $33.8K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.