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Coppell Advisory Solutions’s Dimensional US Real Estate ETF DFAR Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-483
Closed -$11.1K – 686
2024
Q4 		$11.1K Hold
483
– – ﹤0.01% 1074
2024
Q3 		$12.3K Sell
483
-16
-3% -$387 ﹤0.01% 1015
2024
Q2 		$11K Buy
+499
New +$10.7K ﹤0.01% 976

Other funds holding DFAR

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 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 $569M AUM 16.27% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Coppell Advisory Solutions's DFAR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Dimensional US Real Estate ETF (DFAR) in Q1 2025, closing a stake of 483 shares — an estimated $11.1K sold.

Coppell Advisory Solutions first reported a position in DFAR in Q2 2024 and held it in 3 quarters. The position peaked at $12.3K in Q3 2024. 243 funds tracked by Wall St. Rank hold DFAR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Dimensional US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 483 Dimensional US Real Estate ETF shares in Q1 2025, an estimated $11.1K.
  • Coppell Advisory Solutions first reported a position in Dimensional US Real Estate ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Dimensional US Real Estate ETF position peaked at $12.3K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.