Simplicity Solutions’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

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

Simplicity Solutions's DFAR Position: Q4 2023 in Review

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

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

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

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