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Retirement Solution’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Retirement Solution’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
Q2 		– Sell
-344,317
Closed -$7.7M – 40
2024
Q1 		$7.7M Buy
344,317
+1,465
+0.4% +$32.3K 2.09% 8
2023
Q4 		$7.8M Buy
342,852
+12,363
+4% +$253K 2.31% 7
2023
Q3 		$6.45M Buy
330,489
+16,695
+5% +$354K 2.13% 7
2023
Q2 		$6.75M Buy
313,794
+14,186
+5% +$300K 2.18% 7
2023
Q1 		$6.44M Buy
+299,608
New +$6.59M 2.26% 7

Other funds holding DFAR

Adero Partners
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
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Beaird Harris Wealth Management
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Rather & Kittrell
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
Brown Financial Advisory
Brown Financial Advisory Fairhope, Alabama $239M AUM 25.98% 1-Year Est. Return

Retirement Solution's DFAR Position: Q2 2024 in Review

Retirement Solution sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q2 2024, closing a stake of 344,317 shares — an estimated $7.7M sold.

Retirement Solution first reported a position in DFAR in Q1 2023 and held it in 5 quarters. The position peaked at $7.8M in Q4 2023. 190 funds tracked by Wall St. Rank hold DFAR as of Q2 2024.

  • Retirement Solution reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q2 2024 after selling out during the quarter.
  • Retirement Solution sold 344,317 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2024, an estimated $7.7M.
  • Retirement Solution first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q1 2023 and held it in 5 quarters.
  • Retirement Solution's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $7.8M in Q4 2023.
  • 190 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2024.

Based on Retirement Solution's 13F filing for Q2 2024, filed 25 Jul 2024.