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Voisard Asset Management Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

Voisard Asset Management 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
2024
Q4 		– Sell
-22
Closed -$565 – 220
2024
Q3 		$565 Buy
+22
New +$533 ﹤0.01% 549

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EGWAG
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BHWM
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RIP
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MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Voisard Asset Management Group's DFAR Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Dimensional US Real Estate ETF (DFAR) in Q4 2024, closing a stake of 22 shares — an estimated $565 sold.

Voisard Asset Management Group first reported a position in DFAR in Q3 2024 and held it in 1 quarter. The position peaked at $565 in Q3 2024. 237 funds tracked by Wall St. Rank hold DFAR as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Dimensional US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 22 Dimensional US Real Estate ETF shares in Q4 2024, an estimated $565.
  • Voisard Asset Management Group first reported a position in Dimensional US Real Estate ETF in Q3 2024 and held it in 1 quarter.
  • Voisard Asset Management Group's Dimensional US Real Estate ETF position peaked at $565 in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.