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Brainard Capital Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Brainard Capital 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
Q1 		$507K Buy
23,590
+10,400
+79% +$229K 0.39% 43
2022
Q4 		$279K Buy
+13,190
New +$279K 0.24% 62

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
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Brainard Capital Management's DFAR Position: Q1 2023 in Review

Brainard Capital Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 79% in Q1 2023, buying an estimated $229K and bringing the position to 23,590 shares worth $507K. The position accounts for 0.39% of the portfolio, ranked #43.

Brainard Capital Management first reported a position in DFAR in Q4 2022 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold DFAR as of Q1 2023.

  • Brainard Capital Management held 23,590 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $507K as of Q1 2023.
  • Brainard Capital Management bought 10,400 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q1 2023, an estimated $229K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.39% of Brainard Capital Management's portfolio in Q1 2023, its #43 holding.
  • Brainard Capital Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.