Resource Planning Group
DFAR icon

Resource Planning Group’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Resource Planning 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 		$2.52M Buy
+88,097
New +$1.8M 1.6% 20

Other funds holding DFAR

Beaird Harris Wealth Management
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bridgeworth
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Rather & Kittrell
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
Brown Financial Advisory
Brown Financial Advisory Fairhope, Alabama $239M AUM 25.98% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Burton Enright Welch
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Resource Planning Group opened a new position in DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q4 2023: 88,097 shares worth $2.52M. The stake represents 1.6% of the portfolio and ranks #20 among its holdings.

187 funds tracked by Wall St. Rank hold DFAR as of Q4 2023.

  • Resource Planning Group held 88,097 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $2.52M as of Q4 2023.
  • DFA Real Estate Securities Portfolio ETF Class Shares was a new Resource Planning Group position in Q4 2023.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 1.6% of Resource Planning Group's portfolio in Q4 2023, its #20 holding.
  • 187 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.