RS
DFAR icon

Retirement Solution’s Dimensional US Real Estate ETF 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

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
BFA
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 Dimensional US Real Estate ETF (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 Dimensional US Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Retirement Solution sold 344,317 Dimensional US Real Estate ETF shares in Q2 2024, an estimated $7.7M.
  • Retirement Solution first reported a position in Dimensional US Real Estate ETF in Q1 2023 and held it in 5 quarters.
  • Retirement Solution's Dimensional US Real Estate ETF position peaked at $7.8M in Q4 2023.
  • 190 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2024.

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