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Resource Planning Group’s Dimensional US Real Estate ETF 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

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 Planning Group's DFAR Position: Q4 2023 in Review

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

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

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

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