Bridgeworth
DFAR icon

Bridgeworth’s DFA Real Estate Securities Portfolio ETF Class Shares 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

Beaird Harris Wealth Management
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Rather & Kittrell
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
Brown Financial Advisory
Brown Financial Advisory Fairhope, Alabama $239M AUM 25.98% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Burton Enright Welch
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Bridgewater Advisors
Bridgewater Advisors New York $1.84B AUM 22.9% 1-Year Est. Return

Bridgeworth's DFAR Position: Q4 2023 in Review

Bridgeworth increased its DFA Real Estate Securities Portfolio ETF Class Shares (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. 187 funds tracked by Wall St. Rank hold DFAR as of Q4 2023.

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

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