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Anchor Investment Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Anchor Investment 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
2023
Q4 		– Sell
-1,000
Closed -$19.5K – 967
2023
Q3 		$19.5K Buy
+1,000
New +$21.2K ﹤0.01% 658

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B
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RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
RK
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BFA
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FMWA
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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

Anchor Investment Management's DFAR Position: Q4 2023 in Review

Anchor Investment Management sold out of Dimensional US Real Estate ETF (DFAR) in Q4 2023, closing a stake of 1,000 shares — an estimated $19.5K sold.

Anchor Investment Management first reported a position in DFAR in Q3 2023 and held it in 1 quarter. The position peaked at $19.5K in Q3 2023. 186 funds tracked by Wall St. Rank hold DFAR as of Q4 2023.

  • Anchor Investment Management reported no remaining Dimensional US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Anchor Investment Management sold 1,000 Dimensional US Real Estate ETF shares in Q4 2023, an estimated $19.5K.
  • Anchor Investment Management first reported a position in Dimensional US Real Estate ETF in Q3 2023 and held it in 1 quarter.
  • Anchor Investment Management's Dimensional US Real Estate ETF position peaked at $19.5K in Q3 2023.
  • 186 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q4 2023.

Based on Anchor Investment Management's 13F filing for Q4 2023, filed 2 Jan 2024.