FirstPurpose Wealth’s DFA Real Estate Securities Portfolio ETF Class Shares 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

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Brown Financial Advisory Fairhope, Alabama $239M AUM 25.98% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

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

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