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Householder Group Estate & Retirement Specialist’s Dimensional US Real Estate ETF DFAR Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-13
Closed – – 690
2024
Q3 		$0 Buy
+13
New +$315 ﹤0.01% 1197
2024
Q2 		– Sell
-13
Closed -$291 – 1224
2024
Q1 		$291 Hold
13
– – ﹤0.01% 1194
2023
Q4 		$0 Hold
13
– – ﹤0.01% 1178
2023
Q3 		$254 Buy
+13
New +$276 ﹤0.01% 1223

Other funds holding DFAR

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DFAR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Dimensional US Real Estate ETF (DFAR) in Q4 2024, closing a stake of 13 shares.

Householder Group Estate & Retirement Specialist first reported a position in DFAR in Q3 2023 and held it in 4 quarters. The position peaked at $291 in Q1 2024. 238 funds tracked by Wall St. Rank hold DFAR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Dimensional US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 13 Dimensional US Real Estate ETF shares in Q4 2024.
  • Householder Group Estate & Retirement Specialist first reported a position in Dimensional US Real Estate ETF in Q3 2023 and held it in 4 quarters.
  • Householder Group Estate & Retirement Specialist's Dimensional US Real Estate ETF position peaked at $291 in Q1 2024.
  • 238 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.