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Resource Consulting Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

Resource Consulting 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
2023
Q4 		$4.38M Buy
192,643
+43,968
+30% +$901K 0.75% 9
2023
Q3 		$2.9M Buy
148,675
+9,958
+7% +$211K 0.56% 9
2023
Q2 		$2.99M Buy
138,717
+74,615
+116% +$1.58M 0.59% 10
2023
Q1 		$1.38M Buy
64,102
+16,812
+36% +$370K 0.36% 7
2022
Q4 		$1M Buy
47,290
+32,723
+225% +$693K 0.26% 12
2022
Q3 		$299K Sell
14,567
-260
-2% -$6.17K 0.09% 33
2022
Q2 		$343K Buy
+14,827
New +$371K 0.15% 41

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 $589M AUM 19.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 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
BFA
Brown Financial Advisory Fairhope, Alabama $202M AUM 18.83% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Resource Consulting Group's DFAR Position: Q4 2023 in Review

Resource Consulting Group increased its Dimensional US Real Estate ETF (DFAR) stake by 30% in Q4 2023, buying an estimated $901K and bringing the position to 192,643 shares worth $4.38M. The position accounts for 0.75% of the portfolio, ranked #9.

Resource Consulting Group first reported a position in DFAR in Q2 2022 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold DFAR as of Q4 2023.

  • Resource Consulting Group held 192,643 shares of Dimensional US Real Estate ETF worth $4.38M as of Q4 2023.
  • Resource Consulting Group bought 43,968 Dimensional US Real Estate ETF shares in Q4 2023, an estimated $901K.
  • Dimensional US Real Estate ETF made up 0.75% of Resource Consulting Group's portfolio in Q4 2023, its #9 holding.
  • Resource Consulting Group first reported a position in Dimensional US Real Estate ETF in Q2 2022 and has held it in 7 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.