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Raymond James Financial Services Advisors’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		$6.36M Buy
247,899
+83,561
+51% +$2.02M 0.01% 1107
2024
Q2 		$3.63M Buy
164,338
+8,720
+6% +$187K 0.01% 1334
2024
Q1 		$3.48M Buy
155,618
+7,940
+5% +$175K 0.01% 1343
2023
Q4 		$3.36M Buy
+147,678
New +$3.03M 0.01% 1299

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Raymond James Financial Services Advisors's DFAR Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 51% in Q3 2024, buying an estimated $2.02M and bringing the position to 247,899 shares worth $6.36M. The position accounts for 0.01% of the portfolio, ranked #1107.

Raymond James Financial Services Advisors first reported a position in DFAR in Q4 2023 and has held it in 4 quarters since. 210 funds tracked by Wall St. Rank hold DFAR as of Q3 2024.

  • Raymond James Financial Services Advisors held 247,899 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $6.36M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 83,561 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2024, an estimated $2.02M.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1107 holding.
  • Raymond James Financial Services Advisors first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2023 and has held it in 4 quarters since.
  • 210 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.