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Firethorn Wealth Partners’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Firethorn Wealth Partners’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
Q2 		– Sell
-9,479
Closed -$225K – 178
2025
Q1 		$225K Sell
9,479
-2,390
-20% -$56.4K 0.11% 150
2024
Q4 		$276K Sell
11,869
-1,631
-12% -$40.4K 0.14% 119
2024
Q3 		$346K Sell
13,500
-3,734
-22% -$90.4K 0.18% 106
2024
Q2 		$381K Sell
17,234
-3,541
-17% -$76.1K 0.22% 94
2024
Q1 		$465K Sell
20,775
-10,409
-33% -$229K 0.27% 83
2023
Q4 		$709K Sell
31,184
-10,702
-26% -$219K 0.46% 47
2023
Q3 		$818K Sell
41,886
-2,119
-5% -$44.9K 0.63% 33
2023
Q2 		$947K Buy
44,005
+3,432
+8% +$72.6K 0.71% 28
2023
Q1 		$868K Buy
40,573
+7,883
+24% +$173K 0.68% 29
2022
Q4 		$691K Buy
32,690
+8,725
+36% +$185K 0.58% 42
2022
Q3 		$493K Buy
23,965
+4,727
+25% +$112K 0.46% 54
2022
Q2 		$479K Buy
19,238
+7,329
+62% +$183K 0.39% 61
2022
Q1 		$323K Buy
+11,909
New +$310K 0.24% 84

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 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 $625M AUM 16.29% 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 $2.57B AUM 21.7% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Firethorn Wealth Partners's DFAR Position: Q2 2025 in Review

Firethorn Wealth Partners sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2025, closing a stake of 9,479 shares — an estimated $225K sold.

Firethorn Wealth Partners first reported a position in DFAR in Q1 2022 and held it in 13 quarters. The position peaked at $947K in Q2 2023. 257 funds tracked by Wall St. Rank hold DFAR as of Q2 2025.

  • Firethorn Wealth Partners reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2025 after selling out during the quarter.
  • Firethorn Wealth Partners sold 9,479 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2025, an estimated $225K.
  • Firethorn Wealth Partners first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2022 and held it in 13 quarters.
  • Firethorn Wealth Partners's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $947K in Q2 2023.
  • 257 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2025.

Based on Firethorn Wealth Partners's 13F filing for Q2 2025, filed 22 Jul 2025.