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Advisor Partners II’s Dimensional US Real Estate ETF DFAR Stock Holding History

Advisor Partners II’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
2023
Q3 		$1.07M Sell
54,921
-4,245
-7% -$90K 0.04% 467
2023
Q2 		$1.27M Buy
59,166
+7,218
+14% +$153K 0.06% 328
2023
Q1 		$1.12M Buy
51,948
+11,492
+28% +$253K 0.06% 323
2022
Q4 		$856K Buy
+40,456
New +$857K 0.05% 357

Other funds holding DFAR

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
BFA
Brown Financial Advisory Fairhope, Alabama $202M AUM 18.83% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Advisor Partners II's DFAR Position: Q3 2023 in Review

Advisor Partners II reduced its Dimensional US Real Estate ETF (DFAR) stake by 7.2% in Q3 2023, selling an estimated $90K and leaving 54,921 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #467.

Advisor Partners II first reported a position in DFAR in Q4 2022 and has held it in 4 quarters since. The position peaked at $1.27M in Q2 2023. 146 funds tracked by Wall St. Rank hold DFAR as of Q3 2023.

  • Advisor Partners II held 54,921 shares of Dimensional US Real Estate ETF worth $1.07M as of Q3 2023.
  • Advisor Partners II sold 4,245 Dimensional US Real Estate ETF shares in Q3 2023, an estimated $90K.
  • Dimensional US Real Estate ETF made up 0.04% of Advisor Partners II's portfolio in Q3 2023, its #467 holding.
  • Advisor Partners II first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 4 quarters since.
  • Advisor Partners II's Dimensional US Real Estate ETF position peaked at $1.27M in Q2 2023.
  • 146 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.