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

ML&R 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
Q1 		$1.15M Buy
51,395
+296
+0.6% +$6.52K 0.26% 24
2023
Q4 		$1.16M Buy
+51,099
New +$1.05M 0.26% 28

Other funds holding DFAR

Adero Partners
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Beaird Harris Wealth Management
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 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
BFA
Brown Financial Advisory Fairhope, Alabama $239M AUM 25.98% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Burton Enright Welch
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

ML&R Wealth Management's DFAR Position: Q1 2024 in Review

ML&R Wealth Management increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 0.58% in Q1 2024, buying an estimated $6.52K and bringing the position to 51,395 shares worth $1.15M. The position accounts for 0.26% of the portfolio, ranked #24.

ML&R Wealth Management first reported a position in DFAR in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.16M in Q4 2023. 188 funds tracked by Wall St. Rank hold DFAR as of Q1 2024.

  • ML&R Wealth Management held 51,395 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.15M as of Q1 2024.
  • ML&R Wealth Management bought 296 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q1 2024, an estimated $6.52K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.26% of ML&R Wealth Management's portfolio in Q1 2024, its #24 holding.
  • ML&R Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and has held it in 2 quarters since.
  • ML&R Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.16M in Q4 2023.
  • 188 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.