Steward Financial Group
DFAR icon

Steward Financial Group’s DFA Real Estate Securities Portfolio ETF Class Shares 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

Beaird Harris Wealth Management
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
Strategic Investment Solutions
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
Bridgeworth
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Rather & Kittrell
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
Arista Wealth Management
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
Brown Financial Advisory
Brown Financial Advisory Fairhope, Alabama $239M AUM 25.98% 1-Year Est. Return
Burton Enright Welch
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 DFA Real Estate Securities Portfolio ETF Class Shares (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 DFA Real Estate Securities Portfolio ETF Class Shares worth $3.8M as of Q3 2023.
  • Steward Financial Group bought 42,729 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2023, an estimated $906K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up 1.21% of Steward Financial Group's portfolio in Q3 2023, its #11 holding.
  • Steward Financial Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q3 2022 and has held it in 5 quarters since.
  • 146 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2023.

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