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FirstPurpose Wealth’s Dimensional US Real Estate ETF DFAR Stock Holding History

FirstPurpose Wealth’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
2024
Q1 		$6.19M Buy
289,837
+20,907
+8% +$461K 2.25% 7
2023
Q4 		$6.12M Buy
268,930
+31,123
+13% +$638K 2.33% 7
2023
Q3 		$4.64M Buy
237,807
+23,541
+11% +$499K 2% 9
2023
Q2 		$4.61M Buy
214,266
+44,105
+26% +$933K 1.97% 9
2023
Q1 		$3.66M Buy
170,161
+36,572
+27% +$804K 1.8% 12
2022
Q4 		$2.83M Buy
+133,589
New +$2.83M 1.58% 13

Other funds holding DFAR

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
BFA
Brown Financial Advisory Fairhope, Alabama $239M AUM 25.98% 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
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

FirstPurpose Wealth's DFAR Position: Q1 2024 in Review

FirstPurpose Wealth increased its Dimensional US Real Estate ETF (DFAR) stake by 7.8% in Q1 2024, buying an estimated $461K and bringing the position to 289,837 shares worth $6.19M. The position accounts for 2.25% of the portfolio, ranked #7.

FirstPurpose Wealth first reported a position in DFAR in Q4 2022 and has held it in 6 quarters since. 188 funds tracked by Wall St. Rank hold DFAR as of Q1 2024.

  • FirstPurpose Wealth held 289,837 shares of Dimensional US Real Estate ETF worth $6.19M as of Q1 2024.
  • FirstPurpose Wealth bought 20,907 Dimensional US Real Estate ETF shares in Q1 2024, an estimated $461K.
  • Dimensional US Real Estate ETF made up 2.25% of FirstPurpose Wealth's portfolio in Q1 2024, its #7 holding.
  • FirstPurpose Wealth first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 6 quarters since.
  • 188 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.