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WealthShield Partners’s Dimensional US Real Estate ETF DFAR Stock Holding History

WealthShield Partners’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
Q1 		– Sell
-204
Closed -$4.64K – 486
2023
Q4 		$4.64K Hold
204
– – ﹤0.01% 450
2023
Q3 		$3.98K Hold
204
– – ﹤0.01% 461
2023
Q2 		$4.39K Hold
204
– – ﹤0.01% 466
2023
Q1 		$4.38K Buy
+204
New +$4.49K ﹤0.01% 463

Other funds holding DFAR

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 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
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

WealthShield Partners's DFAR Position: Q1 2024 in Review

WealthShield Partners sold out of Dimensional US Real Estate ETF (DFAR) in Q1 2024, closing a stake of 204 shares — an estimated $4.64K sold.

WealthShield Partners first reported a position in DFAR in Q1 2023 and held it in 4 quarters. The position peaked at $4.64K in Q4 2023. 187 funds tracked by Wall St. Rank hold DFAR as of Q1 2024.

  • WealthShield Partners reported no remaining Dimensional US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • WealthShield Partners sold 204 Dimensional US Real Estate ETF shares in Q1 2024, an estimated $4.64K.
  • WealthShield Partners first reported a position in Dimensional US Real Estate ETF in Q1 2023 and held it in 4 quarters.
  • WealthShield Partners's Dimensional US Real Estate ETF position peaked at $4.64K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2024.

Based on WealthShield Partners's 13F filing for Q1 2024, filed 29 Apr 2024.