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Focused Wealth Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Focused Wealth Management’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
2023
Q4 		– Sell
-104
Closed -$2.03K – 1041
2023
Q3 		$2.03K Buy
+104
New +$2.21K ﹤0.01% 767

Other funds holding DFAR

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 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 $5.99B AUM 21.91% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Focused Wealth Management's DFAR Position: Q4 2023 in Review

Focused Wealth Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q4 2023, closing a stake of 104 shares — an estimated $2.03K sold.

Focused Wealth Management first reported a position in DFAR in Q3 2023 and held it in 1 quarter. The position peaked at $2.03K in Q3 2023. 187 funds tracked by Wall St. Rank hold DFAR as of Q4 2023.

  • Focused Wealth Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q4 2023 after selling out during the quarter.
  • Focused Wealth Management sold 104 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q4 2023, an estimated $2.03K.
  • Focused Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2023 and held it in 1 quarter.
  • Focused Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $2.03K in Q3 2023.
  • 187 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q4 2023.

Based on Focused Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.