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Waypoint Capital Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Waypoint Capital Advisors’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
Q4 		– Sell
-22,127
Closed -$432K – 118
2023
Q3 		$432K Hold
22,127
– – 0.15% 79
2023
Q2 		$476K Buy
22,127
+11,814
+115% +$250K 0.15% 92
2023
Q1 		$222K Buy
+10,313
New +$227K 0.07% 126

Other funds holding DFAR

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 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
BFA
Brown Financial Advisory Fairhope, Alabama $202M AUM 18.83% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Waypoint Capital Advisors's DFAR Position: Q4 2023 in Review

Waypoint Capital Advisors sold out of Dimensional US Real Estate ETF (DFAR) in Q4 2023, closing a stake of 22,127 shares — an estimated $432K sold.

Waypoint Capital Advisors first reported a position in DFAR in Q1 2023 and held it in 3 quarters. The position peaked at $476K in Q2 2023. 186 funds tracked by Wall St. Rank hold DFAR as of Q4 2023.

  • Waypoint Capital Advisors reported no remaining Dimensional US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Waypoint Capital Advisors sold 22,127 Dimensional US Real Estate ETF shares in Q4 2023, an estimated $432K.
  • Waypoint Capital Advisors first reported a position in Dimensional US Real Estate ETF in Q1 2023 and held it in 3 quarters.
  • Waypoint Capital Advisors's Dimensional US Real Estate ETF position peaked at $476K in Q2 2023.
  • 186 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q4 2023.

Based on Waypoint Capital Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.