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Proffitt & Goodson’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Proffitt & Goodson’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 		– Sell
-1,218
Closed -$31.2K – 267
2024
Q3 		$31.2K Buy
+1,218
New +$29.5K 0.01% 185

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

Proffitt & Goodson's DFAR Position: Q4 2024 in Review

Proffitt & Goodson sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q4 2024, closing a stake of 1,218 shares — an estimated $31.2K sold.

Proffitt & Goodson first reported a position in DFAR in Q3 2024 and held it in 1 quarter. The position peaked at $31.2K in Q3 2024. 238 funds tracked by Wall St. Rank hold DFAR as of Q4 2024.

  • Proffitt & Goodson reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q4 2024 after selling out during the quarter.
  • Proffitt & Goodson sold 1,218 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q4 2024, an estimated $31.2K.
  • Proffitt & Goodson first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2024 and held it in 1 quarter.
  • Proffitt & Goodson's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $31.2K in Q3 2024.
  • 238 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q4 2024.

Based on Proffitt & Goodson's 13F filing for Q4 2024, filed 5 Feb 2025.