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Intelligent Financial Strategies’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Intelligent Financial Strategies’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
2022
Q4 		– Sell
-844
Closed -$17K – 98
2022
Q3 		$17K Buy
844
+3
+0.4% +$71 0.02% 86
2022
Q2 		$19K Buy
+841
New +$21K 0.02% 87

Other funds holding DFAR

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Intelligent Financial Strategies's DFAR Position: Q4 2022 in Review

Intelligent Financial Strategies sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q4 2022, closing a stake of 844 shares — an estimated $17K sold.

Intelligent Financial Strategies first reported a position in DFAR in Q2 2022 and held it in 2 quarters. The position peaked at $19K in Q2 2022. 123 funds tracked by Wall St. Rank hold DFAR as of Q4 2022.

  • Intelligent Financial Strategies reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q4 2022 after selling out during the quarter.
  • Intelligent Financial Strategies sold 844 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q4 2022, an estimated $17K.
  • Intelligent Financial Strategies first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2022 and held it in 2 quarters.
  • Intelligent Financial Strategies's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $19K in Q2 2022.
  • 123 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q4 2022.

Based on Intelligent Financial Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.