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Laurel Wealth Advisors (California)’s Dimensional US Real Estate ETF DFAR Stock Holding History

Laurel Wealth Advisors (California)’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 		$562K Buy
+26,562
New +$563K 0.06% 333

Other funds holding DFAR

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $544B AUM 28.31% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 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

Laurel Wealth Advisors (California)'s DFAR Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in Dimensional US Real Estate ETF (DFAR) in Q4 2022: 26,562 shares worth $562K. The stake represents 0.06% of the portfolio and ranks #333 among its holdings.

123 funds tracked by Wall St. Rank hold DFAR as of Q4 2022.

  • Laurel Wealth Advisors (California) held 26,562 shares of Dimensional US Real Estate ETF worth $562K as of Q4 2022.
  • Dimensional US Real Estate ETF was a new Laurel Wealth Advisors (California) position in Q4 2022.
  • Dimensional US Real Estate ETF made up 0.06% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #333 holding.
  • 123 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.