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Steward Financial Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

Steward Financial Group’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
Q3 		$3.8M Buy
194,717
+42,729
+28% +$906K 1.21% 11
2023
Q2 		$3.27M Buy
151,988
+42,462
+39% +$898K 1.04% 10
2023
Q1 		$2.35M Buy
109,526
+27,098
+33% +$596K 0.78% 11
2022
Q4 		$1.74M Buy
82,428
+40,366
+96% +$855K 0.87% 15
2022
Q3 		$864K Buy
+42,062
New +$998K 0.64% 15

Other funds holding DFAR

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
BFA
Brown Financial Advisory Fairhope, Alabama $202M AUM 18.83% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Steward Financial Group's DFAR Position: Q3 2023 in Review

Steward Financial Group increased its Dimensional US Real Estate ETF (DFAR) stake by 28% in Q3 2023, buying an estimated $906K and bringing the position to 194,717 shares worth $3.8M. The position accounts for 1.21% of the portfolio, ranked #11.

Steward Financial Group first reported a position in DFAR in Q3 2022 and has held it in 5 quarters since. 146 funds tracked by Wall St. Rank hold DFAR as of Q3 2023.

  • Steward Financial Group held 194,717 shares of Dimensional US Real Estate ETF worth $3.8M as of Q3 2023.
  • Steward Financial Group bought 42,729 Dimensional US Real Estate ETF shares in Q3 2023, an estimated $906K.
  • Dimensional US Real Estate ETF made up 1.21% of Steward Financial Group's portfolio in Q3 2023, its #11 holding.
  • Steward Financial Group first reported a position in Dimensional US Real Estate ETF in Q3 2022 and has held it in 5 quarters since.
  • 146 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.