Litman Gregory Wealth Management
DFAR icon

Litman Gregory Wealth Management’s DFA Real Estate Securities Portfolio ETF Class Shares 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

Beaird Harris Wealth Management
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bridgeworth
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
Rather & Kittrell
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
Arista Wealth Management
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
Brown Financial Advisory
Brown Financial Advisory Fairhope, Alabama $239M AUM 25.98% 1-Year Est. Return
Burton Enright Welch
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

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

Litman Gregory Wealth Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (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 DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2023 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 351,695 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2023, an estimated $7.56M.
  • Litman Gregory Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2023 and held it in 1 quarter.
  • Litman Gregory Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $7.56M in Q1 2023.
  • 140 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2023.

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