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McClarren Financial Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

McClarren Financial Advisors’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
Q2 		– Sell
-5,605
Closed -$126K – 318
2024
Q1 		$126K Buy
5,605
+6
+0.1% +$132 0.09% 94
2023
Q4 		$127K Buy
5,599
+70
+1% +$1.43K 0.1% 93
2023
Q3 		$107K Buy
5,529
+59
+1% +$1.25K 0.09% 95
2023
Q2 		$117K Buy
+5,470
New +$116K 0.1% 97

Other funds holding DFAR

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
BFA
Brown Financial Advisory Fairhope, Alabama $239M AUM 25.98% 1-Year Est. Return

McClarren Financial Advisors's DFAR Position: Q2 2024 in Review

McClarren Financial Advisors sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2024, closing a stake of 5,605 shares — an estimated $126K sold.

McClarren Financial Advisors first reported a position in DFAR in Q2 2023 and held it in 4 quarters. The position peaked at $127K in Q4 2023. 190 funds tracked by Wall St. Rank hold DFAR as of Q2 2024.

  • McClarren Financial Advisors reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2024 after selling out during the quarter.
  • McClarren Financial Advisors sold 5,605 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2024, an estimated $126K.
  • McClarren Financial Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2023 and held it in 4 quarters.
  • McClarren Financial Advisors's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $127K in Q4 2023.
  • 190 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2024.

Based on McClarren Financial Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.