RRC
DFAR icon

Relaxing Retirement Coach’s Dimensional US Real Estate ETF DFAR Stock Holding History

Relaxing Retirement Coach’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
Q2 		$10.1M Buy
469,441
+87,876
+23% +$1.86M 3.04% 9
2023
Q1 		$8.2M Buy
381,565
+45,538
+14% +$1M 2.73% 8
2022
Q4 		$7.11M Buy
336,027
+155,079
+86% +$3.29M 2.63% 9
2022
Q3 		$3.72M Buy
180,948
+93,413
+107% +$2.22M 1.76% 14
2022
Q2 		$2.02M Buy
+87,535
New +$2.19M 1.02% 20

Other funds holding DFAR

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 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 $239M AUM 25.98% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Relaxing Retirement Coach's DFAR Position: Q2 2023 in Review

Relaxing Retirement Coach increased its Dimensional US Real Estate ETF (DFAR) stake by 23% in Q2 2023, buying an estimated $1.86M and bringing the position to 469,441 shares worth $10.1M. The position accounts for 3.04% of the portfolio, ranked #9.

Relaxing Retirement Coach first reported a position in DFAR in Q2 2022 and has held it in 5 quarters since. 140 funds tracked by Wall St. Rank hold DFAR as of Q2 2023.

  • Relaxing Retirement Coach held 469,441 shares of Dimensional US Real Estate ETF worth $10.1M as of Q2 2023.
  • Relaxing Retirement Coach bought 87,876 Dimensional US Real Estate ETF shares in Q2 2023, an estimated $1.86M.
  • Dimensional US Real Estate ETF made up 3.04% of Relaxing Retirement Coach's portfolio in Q2 2023, its #9 holding.
  • Relaxing Retirement Coach first reported a position in Dimensional US Real Estate ETF in Q2 2022 and has held it in 5 quarters since.
  • 140 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.