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Spire Wealth Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Spire Wealth 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
Q3 		– Sell
-6,469
Closed -$143K – 2184
2024
Q2 		$143K Buy
6,469
+16
+0.2% +$344 0.01% 805
2024
Q1 		$144K Buy
6,453
+219
+4% +$4.83K ﹤0.01% 881
2023
Q4 		$138K Buy
6,234
+3,351
+116% +$68.6K ﹤0.01% 897
2023
Q3 		$56.3K Buy
+2,883
New +$61.1K ﹤0.01% 1134

Other funds holding DFAR

AP
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
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 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 $34.1B AUM 22.4% 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 $716M AUM 15.48% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Spire Wealth Management's DFAR Position: Q3 2024 in Review

Spire Wealth Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2024, closing a stake of 6,469 shares — an estimated $143K sold.

Spire Wealth Management first reported a position in DFAR in Q3 2023 and held it in 4 quarters. The position peaked at $144K in Q1 2024. 210 funds tracked by Wall St. Rank hold DFAR as of Q3 2024.

  • Spire Wealth Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 6,469 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2024, an estimated $143K.
  • Spire Wealth Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2023 and held it in 4 quarters.
  • Spire Wealth Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $144K in Q1 2024.
  • 210 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.