Dimensional Fund Advisors
DFAR icon

Dimensional Fund Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Dimensional Fund Advisors’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
2022
Q3 		$2.06M Hold
100,000
– – ﹤0.01% 2707
2022
Q2 		$231M Hold
100,000
– – 0.08% 241
2022
Q1 		$271M Buy
+100,000
New +$2.6M 0.08% 240

Other funds holding DFAR

Beaird Harris Wealth Management
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Burton Enright Welch
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
ASI
Advisory Services & Investments Bend, Oregon $147M AUM 26.26% 1-Year Est. Return
Adero Partners
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Asset Planning Corporation
Asset Planning Corporation Knoxville, Tennessee $211M AUM 7.33% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Relaxing Retirement Coach
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

Dimensional Fund Advisors's DFAR Position: Q3 2022 in Review

Dimensional Fund Advisors held its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) position steady in Q3 2022 at 100,000 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

Dimensional Fund Advisors first reported a position in DFAR in Q1 2022 and has held it in 3 quarters since. The position peaked at $271M in Q1 2022. 70 funds tracked by Wall St. Rank hold DFAR as of Q3 2022.

  • Dimensional Fund Advisors held 100,000 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $2.06M as of Q3 2022.
  • Dimensional Fund Advisors left its DFA Real Estate Securities Portfolio ETF Class Shares share count unchanged in Q3 2022.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2022, its #2707 holding.
  • Dimensional Fund Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2022 and has held it in 3 quarters since.
  • Dimensional Fund Advisors's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $271M in Q1 2022.
  • 70 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2022.

Based on Dimensional Fund Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.