WWM
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Wolff Wiese Magana’s Dimensional US Real Estate ETF DFAR Stock Holding History

Wolff Wiese Magana’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
-15,777
Closed -$308K – 747
2023
Q3 		$308K Buy
15,777
+797
+5% +$16.9K 0.25% 82
2023
Q2 		$322K Sell
14,980
-446
-3% -$9.43K 0.25% 78
2023
Q1 		$332K Sell
15,426
-932
-6% -$20.5K 0.27% 77
2022
Q4 		$346K Buy
16,358
+3,178
+24% +$67.3K 0.3% 72
2022
Q3 		$271K Sell
13,180
-450
-3% -$10.7K 0.22% 86
2022
Q2 		$315K Buy
+13,630
New +$341K 0.23% 87

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

Wolff Wiese Magana's DFAR Position: Q4 2023 in Review

Wolff Wiese Magana sold out of Dimensional US Real Estate ETF (DFAR) in Q4 2023, closing a stake of 15,777 shares — an estimated $308K sold.

Wolff Wiese Magana first reported a position in DFAR in Q2 2022 and held it in 6 quarters. The position peaked at $346K in Q4 2022. 186 funds tracked by Wall St. Rank hold DFAR as of Q4 2023.

  • Wolff Wiese Magana reported no remaining Dimensional US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Wolff Wiese Magana sold 15,777 Dimensional US Real Estate ETF shares in Q4 2023, an estimated $308K.
  • Wolff Wiese Magana first reported a position in Dimensional US Real Estate ETF in Q2 2022 and held it in 6 quarters.
  • Wolff Wiese Magana's Dimensional US Real Estate ETF position peaked at $346K in Q4 2022.
  • 186 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.