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Benjamin F. Edwards & Company’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		– Sell
-726
Closed -$16K – 1773
2023
Q1 		$16K Sell
726
-523,903
-100% -$11.5M ﹤0.01% 1310
2022
Q4 		$11.1M Buy
+524,629
New +$11.1M 0.5% 44

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
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
BFA
Brown Financial Advisory Fairhope, Alabama $239M AUM 25.98% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Benjamin F. Edwards & Company's DFAR Position: Q2 2023 in Review

Benjamin F. Edwards & Company sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2023, closing a stake of 726 shares — an estimated $16K sold.

Benjamin F. Edwards & Company first reported a position in DFAR in Q4 2022 and held it in 2 quarters. The position peaked at $11.1M in Q4 2022. 140 funds tracked by Wall St. Rank hold DFAR as of Q2 2023.

  • Benjamin F. Edwards & Company reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 726 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2023, an estimated $16K.
  • Benjamin F. Edwards & Company first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $11.1M in Q4 2022.
  • 140 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2023, filed 15 Aug 2023.