MWM
DFAR icon

Meritas Wealth Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Meritas 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
Q1 		– Sell
-19,992
Closed -$423K – 42
2022
Q4 		$423K Buy
+19,992
New +$424K 0.35% 31

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 $676M AUM 26.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Meritas Wealth Management's DFAR Position: Q1 2023 in Review

Meritas Wealth Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q1 2023, closing a stake of 19,992 shares — an estimated $423K sold.

Meritas Wealth Management first reported a position in DFAR in Q4 2022 and held it in 1 quarter. The position peaked at $423K in Q4 2022. 138 funds tracked by Wall St. Rank hold DFAR as of Q1 2023.

  • Meritas Wealth Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q1 2023 after selling out during the quarter.
  • Meritas Wealth Management sold 19,992 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q1 2023, an estimated $423K.
  • Meritas Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and held it in 1 quarter.
  • Meritas Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $423K in Q4 2022.
  • 138 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q1 2023.

Based on Meritas Wealth Management's 13F filing for Q1 2023, filed 5 Sep 2023.