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

Angeles 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
2024
Q4 		– Sell
-208
Closed -$5.33K – 372
2024
Q3 		$5.33K Sell
208
-151
-42% -$3.66K ﹤0.01% 322
2024
Q2 		$7.93K Sell
359
-1,104
-75% -$23.7K ﹤0.01% 293
2024
Q1 		$32.7K Buy
1,463
+894
+157% +$19.7K ﹤0.01% 263
2023
Q4 		$12.9K Buy
+569
New +$11.7K ﹤0.01% 246

Other funds holding DFAR

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Angeles Wealth Management's DFAR Position: Q4 2024 in Review

Angeles Wealth Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q4 2024, closing a stake of 208 shares — an estimated $5.33K sold.

Angeles Wealth Management first reported a position in DFAR in Q4 2023 and held it in 4 quarters. The position peaked at $32.7K in Q1 2024. 238 funds tracked by Wall St. Rank hold DFAR as of Q4 2024.

  • Angeles Wealth Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q4 2024 after selling out during the quarter.
  • Angeles Wealth Management sold 208 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q4 2024, an estimated $5.33K.
  • Angeles Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and held it in 4 quarters.
  • Angeles Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $32.7K in Q1 2024.
  • 238 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q4 2024.

Based on Angeles Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.