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Oliver Lagore Vanvalin Investment Group’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 		$11.5K Buy
496
+280
+130% +$6.93K ﹤0.01% 429
2024
Q3 		$5.54K Buy
216
+16
+8% +$387 ﹤0.01% 493
2024
Q2 		$4.42K Buy
200
+61
+44% +$1.31K ﹤0.01% 518
2024
Q1 		$3.11K Sell
139
-150
-52% -$3.31K ﹤0.01% 577
2023
Q4 		$6.57K Buy
289
+81
+39% +$1.66K ﹤0.01% 482
2023
Q3 		$4.06K Buy
208
+13
+7% +$276 ﹤0.01% 589
2023
Q2 		$4.2K Buy
195
+12
+7% +$254 ﹤0.01% 594
2023
Q1 		$3.93K Buy
+183
New +$4.02K ﹤0.01% 519

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
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's DFAR Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 130% in Q4 2024, buying an estimated $6.93K and bringing the position to 496 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Oliver Lagore Vanvalin Investment Group first reported a position in DFAR in Q1 2023 and has held it in 8 quarters since. 238 funds tracked by Wall St. Rank hold DFAR as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 496 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $11.5K as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group bought 280 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q4 2024, an estimated $6.93K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #429 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2023 and has held it in 8 quarters since.
  • 238 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.