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Riggs Capital Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Riggs Capital Management’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
Q4 		$1.12M Buy
+48,047
New +$1.19M 1.1% 26

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EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
BHWM
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RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Riggs Capital Management's DFAR Position: Q4 2024 in Review

Riggs Capital Management opened a new position in Dimensional US Real Estate ETF (DFAR) in Q4 2024: 48,047 shares worth $1.12M. The stake represents 1.1% of the portfolio and ranks #26 among its holdings.

238 funds tracked by Wall St. Rank hold DFAR as of Q4 2024.

  • Riggs Capital Management held 48,047 shares of Dimensional US Real Estate ETF worth $1.12M as of Q4 2024.
  • Dimensional US Real Estate ETF was a new Riggs Capital Management position in Q4 2024.
  • Dimensional US Real Estate ETF made up 1.1% of Riggs Capital Management's portfolio in Q4 2024, its #26 holding.
  • 238 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q4 2024.

Based on Riggs Capital Management's 13F filing for Q4 2024, filed 12 Feb 2025.