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Anchor Investment Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Anchor Investment 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
2023
Q4 		– Sell
-1,000
Closed -$19.5K – 967
2023
Q3 		$19.5K Buy
+1,000
New +$21.2K ﹤0.01% 658

Other funds holding DFAR

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 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
BFA
Brown Financial Advisory Fairhope, Alabama $239M AUM 25.98% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Anchor Investment Management's DFAR Position: Q4 2023 in Review

Anchor Investment Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q4 2023, closing a stake of 1,000 shares — an estimated $19.5K sold.

Anchor Investment Management first reported a position in DFAR in Q3 2023 and held it in 1 quarter. The position peaked at $19.5K in Q3 2023. 187 funds tracked by Wall St. Rank hold DFAR as of Q4 2023.

  • Anchor Investment Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q4 2023 after selling out during the quarter.
  • Anchor Investment Management sold 1,000 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q4 2023, an estimated $19.5K.
  • Anchor Investment Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2023 and held it in 1 quarter.
  • Anchor Investment Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $19.5K in Q3 2023.
  • 187 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q4 2023.

Based on Anchor Investment Management's 13F filing for Q4 2023, filed 2 Jan 2024.