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Simplicity Solutions’s Dimensional US Real Estate ETF DFAR Stock Holding History

Simplicity Solutions’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 		$262K Buy
+11,529
New +$236K 0.01% 877

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

Simplicity Solutions's DFAR Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Dimensional US Real Estate ETF (DFAR) in Q4 2023: 11,529 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #877 among its holdings.

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

  • Simplicity Solutions held 11,529 shares of Dimensional US Real Estate ETF worth $262K as of Q4 2023.
  • Dimensional US Real Estate ETF was a new Simplicity Solutions position in Q4 2023.
  • Dimensional US Real Estate ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #877 holding.
  • 186 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.