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Versant Capital Management’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Versant Capital 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
2023
Q3 		– Sell
-7,778
Closed -$167K – 1962
2023
Q2 		$167K Buy
+7,778
New +$164K 0.05% 139

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EGWAG
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B
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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 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 $239M AUM 25.98% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Versant Capital Management's DFAR Position: Q3 2023 in Review

Versant Capital Management sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2023, closing a stake of 7,778 shares — an estimated $167K sold.

Versant Capital Management first reported a position in DFAR in Q2 2023 and held it in 1 quarter. The position peaked at $167K in Q2 2023. 146 funds tracked by Wall St. Rank hold DFAR as of Q3 2023.

  • Versant Capital Management reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q3 2023 after selling out during the quarter.
  • Versant Capital Management sold 7,778 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2023, an estimated $167K.
  • Versant Capital Management first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q2 2023 and held it in 1 quarter.
  • Versant Capital Management's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $167K in Q2 2023.
  • 146 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2023.

Based on Versant Capital Management's 13F filing for Q3 2023, filed 12 Oct 2023.