AWM
DFAR icon

Align Wealth Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Align 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
2022
Q4 		$289K Buy
+14,049
New +$298K 0.24% 25

Other funds holding DFAR

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Align Wealth Management's DFAR Position: Q4 2022 in Review

Align Wealth Management opened a new position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q4 2022: 14,049 shares worth $289K. The stake represents 0.24% of the portfolio and ranks #25 among its holdings.

123 funds tracked by Wall St. Rank hold DFAR as of Q4 2022.

  • Align Wealth Management held 14,049 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $289K as of Q4 2022.
  • DFA Real Estate Securities Portfolio ETF Class Shares was a new Align Wealth Management position in Q4 2022.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.24% of Align Wealth Management's portfolio in Q4 2022, its #25 holding.
  • 123 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.