IC
DFAR icon

Innealta Capital’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Innealta Capital’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
Q3 		– Sell
-306
Closed -$6.76K – 555
2024
Q2 		$6.76K Buy
+306
New +$6.57K ﹤0.01% 884

Other funds holding DFAR

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Innealta Capital's DFAR Position: Q3 2024 in Review

Innealta Capital sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2024, closing a stake of 306 shares — an estimated $6.76K sold.

Innealta Capital first reported a position in DFAR in Q2 2024 and held it in 1 quarter. The position peaked at $6.76K in Q2 2024. 210 funds tracked by Wall St. Rank hold DFAR as of Q3 2024.

  • Innealta Capital reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q3 2024 after selling out during the quarter.
  • Innealta Capital sold 306 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2024, an estimated $6.76K.
  • Innealta Capital first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2024 and held it in 1 quarter.
  • Innealta Capital's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $6.76K in Q2 2024.
  • 210 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2024.

Based on Innealta Capital's 13F filing for Q3 2024, filed 29 Oct 2024.