Advisory Services & Investments’s Dimensional US Real Estate ETF 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

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

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

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Brown Financial Advisory Fairhope, Alabama $202M AUM 18.83% 1-Year Est. Return

Burton Enright Welch Walnut Creek, California $736M AUM 20.75% 1-Year Est. Return