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B.O.S.S. Retirement Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

B.O.S.S. Retirement Advisors’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
-8,723
Closed -$224K – 206
2024
Q3 		$224K Buy
+8,723
New +$211K 0.05% 194

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

B.O.S.S. Retirement Advisors's DFAR Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q4 2024, closing a stake of 8,723 shares — an estimated $224K sold.

B.O.S.S. Retirement Advisors first reported a position in DFAR in Q3 2024 and held it in 1 quarter. The position peaked at $224K in Q3 2024. 238 funds tracked by Wall St. Rank hold DFAR as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 8,723 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q4 2024, an estimated $224K.
  • B.O.S.S. Retirement Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2024 and held it in 1 quarter.
  • B.O.S.S. Retirement Advisors's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $224K in Q3 2024.
  • 238 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.