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Annapolis Financial Services’s Dimensional US Real Estate ETF DFAR Stock Holding History

Annapolis Financial Services’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 		$380K Sell
14,840
-66
-0.4% -$1.6K 0.11% 74
2024
Q2 		$329K Sell
14,906
-3,330
-18% -$71.5K 0.11% 74
2024
Q1 		$408K Sell
18,236
-137,447
-88% -$3.03M 0.13% 72
2023
Q4 		$3.54M Buy
155,683
+30,787
+25% +$631K 0.89% 36
2023
Q3 		$2.44M Buy
124,896
+17,524
+16% +$372K 0.7% 40
2023
Q2 		$2.31M Buy
107,372
+24,103
+29% +$510K 0.66% 42
2023
Q1 		$1.79M Buy
83,269
+32,696
+65% +$719K 0.54% 45
2022
Q4 		$1.07M Buy
50,573
+47,462
+1,526% +$1.01M 0.35% 56
2022
Q3 		$64K Buy
+3,111
New +$73.8K 0.02% 163

Other funds holding DFAR

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 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
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

Annapolis Financial Services's DFAR Position: Q3 2024 in Review

Annapolis Financial Services reduced its Dimensional US Real Estate ETF (DFAR) stake by 0.44% in Q3 2024, selling an estimated $1.6K and leaving 14,840 shares worth $380K. The position accounts for 0.11% of the portfolio, ranked #74.

Annapolis Financial Services first reported a position in DFAR in Q3 2022 and has held it in 9 quarters since. The position peaked at $3.54M in Q4 2023. 209 funds tracked by Wall St. Rank hold DFAR as of Q3 2024.

  • Annapolis Financial Services held 14,840 shares of Dimensional US Real Estate ETF worth $380K as of Q3 2024.
  • Annapolis Financial Services sold 66 Dimensional US Real Estate ETF shares in Q3 2024, an estimated $1.6K.
  • Dimensional US Real Estate ETF made up 0.11% of Annapolis Financial Services's portfolio in Q3 2024, its #74 holding.
  • Annapolis Financial Services first reported a position in Dimensional US Real Estate ETF in Q3 2022 and has held it in 9 quarters since.
  • Annapolis Financial Services's Dimensional US Real Estate ETF position peaked at $3.54M in Q4 2023.
  • 209 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.