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Peninsula Wealth’s Dimensional US Real Estate ETF DFAR Stock Holding History

Peninsula Wealth’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
Q3 		– Sell
-9,387
Closed -$202K – 83
2023
Q2 		$202K Buy
+9,387
New +$198K 0.05% 75

Other funds holding DFAR

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
BFA
Brown Financial Advisory Fairhope, Alabama $202M AUM 18.83% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Peninsula Wealth's DFAR Position: Q3 2023 in Review

Peninsula Wealth sold out of Dimensional US Real Estate ETF (DFAR) in Q3 2023, closing a stake of 9,387 shares — an estimated $202K sold.

Peninsula Wealth first reported a position in DFAR in Q2 2023 and held it in 1 quarter. The position peaked at $202K in Q2 2023. 146 funds tracked by Wall St. Rank hold DFAR as of Q3 2023.

  • Peninsula Wealth reported no remaining Dimensional US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Peninsula Wealth sold 9,387 Dimensional US Real Estate ETF shares in Q3 2023, an estimated $202K.
  • Peninsula Wealth first reported a position in Dimensional US Real Estate ETF in Q2 2023 and held it in 1 quarter.
  • Peninsula Wealth's Dimensional US Real Estate ETF position peaked at $202K in Q2 2023.
  • 146 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q3 2023.

Based on Peninsula Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.