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White Wing Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

White Wing Wealth 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
2024
Q3 		– Sell
-16,328
Closed -$361K – 29
2024
Q2 		$361K Sell
16,328
-80,562
-83% -$1.73M 0.29% 22
2024
Q1 		$2.13M Sell
96,890
-7,582
-7% -$167K 1.77% 11
2023
Q4 		$2.37M Buy
+104,472
New +$2.14M 2.18% 12

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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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

White Wing Wealth Management's DFAR Position: Q3 2024 in Review

White Wing Wealth Management sold out of Dimensional US Real Estate ETF (DFAR) in Q3 2024, closing a stake of 16,328 shares — an estimated $361K sold.

White Wing Wealth Management first reported a position in DFAR in Q4 2023 and held it in 3 quarters. The position peaked at $2.37M in Q4 2023. 209 funds tracked by Wall St. Rank hold DFAR as of Q3 2024.

  • White Wing Wealth Management reported no remaining Dimensional US Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • White Wing Wealth Management sold 16,328 Dimensional US Real Estate ETF shares in Q3 2024, an estimated $361K.
  • White Wing Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2023 and held it in 3 quarters.
  • White Wing Wealth Management's Dimensional US Real Estate ETF position peaked at $2.37M in Q4 2023.
  • 209 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q3 2024.

Based on White Wing Wealth Management's 13F filing for Q3 2024, filed 7 Oct 2024.