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

Lodestone 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
2024
Q4 		– Sell
-23,716
Closed -$730K – 155
2024
Q3 		$730K Buy
23,716
+5,119
+28% +$124K 0.37% 70
2024
Q2 		$535K Buy
18,597
+1,014
+6% +$21.8K 0.28% 87
2024
Q1 		$529K Buy
17,583
+1,440
+9% +$31.7K 0.28% 84
2023
Q4 		$470K Buy
+16,143
New +$331K 0.27% 86

Other funds holding DFAR

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Lodestone Wealth Management's DFAR Position: Q4 2024 in Review

Lodestone Wealth Management sold out of Dimensional US Real Estate ETF (DFAR) in Q4 2024, closing a stake of 23,716 shares — an estimated $730K sold.

Lodestone Wealth Management first reported a position in DFAR in Q4 2023 and held it in 4 quarters. The position peaked at $730K in Q3 2024. 237 funds tracked by Wall St. Rank hold DFAR as of Q4 2024.

  • Lodestone Wealth Management reported no remaining Dimensional US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Lodestone Wealth Management sold 23,716 Dimensional US Real Estate ETF shares in Q4 2024, an estimated $730K.
  • Lodestone Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2023 and held it in 4 quarters.
  • Lodestone Wealth Management's Dimensional US Real Estate ETF position peaked at $730K in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q4 2024.

Based on Lodestone Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.