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WealthSource Partners’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

WealthSource 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
2023
Q3 		– Sell
-9,631
Closed -$207K – 495
2023
Q2 		$207K Sell
9,631
-8,564
-47% -$181K 0.01% 468
2023
Q1 		$391K Sell
18,195
-34,799
-66% -$765K 0.03% 356
2022
Q4 		$1.12M Buy
+52,994
New +$1.12M 0.08% 177

Other funds holding DFAR

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
B
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
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

WealthSource Partners's DFAR Position: Q3 2023 in Review

WealthSource Partners sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2023, closing a stake of 9,631 shares — an estimated $207K sold.

WealthSource Partners first reported a position in DFAR in Q4 2022 and held it in 3 quarters. The position peaked at $1.12M in Q4 2022. 146 funds tracked by Wall St. Rank hold DFAR as of Q3 2023.

  • WealthSource Partners reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q3 2023 after selling out during the quarter.
  • WealthSource Partners sold 9,631 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2023, an estimated $207K.
  • WealthSource Partners first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and held it in 3 quarters.
  • WealthSource Partners's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $1.12M in Q4 2022.
  • 146 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2023.

Based on WealthSource Partners's 13F filing for Q3 2023, filed 13 Nov 2023.