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DFAR icon

Bridgeworth’s Dimensional US Real Estate ETF DFAR Stock Holding History

Bridgeworth’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 		$30.2M Buy
1,327,345
+27,038
+2% +$554K 2.99% 11
2023
Q3 		$25.4M Buy
1,300,307
+96,714
+8% +$2.05M 2.8% 11
2023
Q2 		$25.9M Buy
1,203,593
+151,165
+14% +$3.2M 2.86% 10
2023
Q1 		$22.6M Buy
1,052,428
+645,590
+159% +$14.2M 2.85% 10
2022
Q4 		$8.6M Buy
+406,838
New +$8.62M 1.37% 14

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 $589M AUM 19.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
BFA
Brown Financial Advisory Fairhope, Alabama $202M AUM 18.83% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 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 $18.5B AUM 19.51% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return

Bridgeworth's DFAR Position: Q4 2023 in Review

Bridgeworth increased its Dimensional US Real Estate ETF (DFAR) stake by 2.1% in Q4 2023, buying an estimated $554K and bringing the position to 1,327,345 shares worth $30.2M. The position accounts for 2.99% of the portfolio, ranked #11.

Bridgeworth first reported a position in DFAR in Q4 2022 and has held it in 5 quarters since. 186 funds tracked by Wall St. Rank hold DFAR as of Q4 2023.

  • Bridgeworth held 1,327,345 shares of Dimensional US Real Estate ETF worth $30.2M as of Q4 2023.
  • Bridgeworth bought 27,038 Dimensional US Real Estate ETF shares in Q4 2023, an estimated $554K.
  • Dimensional US Real Estate ETF made up 2.99% of Bridgeworth's portfolio in Q4 2023, its #11 holding.
  • Bridgeworth first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 5 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.