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ML&R Wealth Management’s Dimensional US Real Estate ETF 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

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
BFA
Brown Financial Advisory Fairhope, Alabama $202M AUM 18.83% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
BEW
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 Dimensional US Real Estate ETF (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. 187 funds tracked by Wall St. Rank hold DFAR as of Q1 2024.

  • ML&R Wealth Management held 51,395 shares of Dimensional US Real Estate ETF worth $1.15M as of Q1 2024.
  • ML&R Wealth Management bought 296 Dimensional US Real Estate ETF shares in Q1 2024, an estimated $6.52K.
  • Dimensional US Real Estate ETF 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 Dimensional US Real Estate ETF in Q4 2023 and has held it in 2 quarters since.
  • ML&R Wealth Management's Dimensional US Real Estate ETF position peaked at $1.16M in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2024.

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