ASI
DFAR icon

Advisory Services & Investments’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Advisory Services & Investments’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 		– Sell
-193,924
Closed -$4.17M – 34
2023
Q2 		$4.17M Sell
193,924
-32,784
-14% -$693K 3.45% 11
2023
Q1 		$4.87M Sell
226,708
-13,243
-6% -$291K 4.42% 9
2022
Q4 		$5.07M Sell
239,951
-47,638
-17% -$1.01M 5.05% 9
2022
Q3 		$5.91M Buy
287,589
+56,772
+25% +$1.35M 6.24% 8
2022
Q2 		$5.33M Buy
+230,817
New +$5.77M 5.09% 9

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 $676M AUM 26.38% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 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 $239M AUM 25.98% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Advisory Services & Investments's DFAR Position: Q3 2023 in Review

Advisory Services & Investments sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2023, closing a stake of 193,924 shares — an estimated $4.17M sold.

Advisory Services & Investments first reported a position in DFAR in Q2 2022 and held it in 5 quarters. The position peaked at $5.91M in Q3 2022. 146 funds tracked by Wall St. Rank hold DFAR as of Q3 2023.

  • Advisory Services & Investments reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q3 2023 after selling out during the quarter.
  • Advisory Services & Investments sold 193,924 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2023, an estimated $4.17M.
  • Advisory Services & Investments first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2022 and held it in 5 quarters.
  • Advisory Services & Investments's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $5.91M in Q3 2022.
  • 146 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2023.

Based on Advisory Services & Investments's 13F filing for Q3 2023, filed 10 Oct 2023.