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Litman Gregory Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Litman Gregory 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
Q2 		– Sell
-351,695
Closed -$7.56M – 88
2023
Q1 		$7.56M Buy
+351,695
New +$7.73M 2.81% 9

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 $589M AUM 19.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
BFA
Brown Financial Advisory Fairhope, Alabama $202M AUM 18.83% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Litman Gregory Wealth Management's DFAR Position: Q2 2023 in Review

Litman Gregory Wealth Management sold out of Dimensional US Real Estate ETF (DFAR) in Q2 2023, closing a stake of 351,695 shares — an estimated $7.56M sold.

Litman Gregory Wealth Management first reported a position in DFAR in Q1 2023 and held it in 1 quarter. The position peaked at $7.56M in Q1 2023. 140 funds tracked by Wall St. Rank hold DFAR as of Q2 2023.

  • Litman Gregory Wealth Management reported no remaining Dimensional US Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 351,695 Dimensional US Real Estate ETF shares in Q2 2023, an estimated $7.56M.
  • Litman Gregory Wealth Management first reported a position in Dimensional US Real Estate ETF in Q1 2023 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Dimensional US Real Estate ETF position peaked at $7.56M in Q1 2023.
  • 140 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2023.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.