Bank of New York Mellon
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Bank of New York Mellon’s Dimensional US Real Estate ETF DFAR Stock Holding History

Bank of New York Mellon’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
-11,221
Closed -$248K – 4111
2024
Q2 		$248K Buy
+11,221
New +$241K ﹤0.01% 3888
2023
Q1 		– Sell
-523,644
Closed -$11.1M – 4398
2022
Q4 		$11.1M Buy
+523,644
New +$11.1M ﹤0.01% 1884

Other funds holding DFAR

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $34.1B AUM 22.4% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 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 $2.57B AUM 21.7% 1-Year Est. Return

Bank of New York Mellon's DFAR Position: Q3 2024 in Review

Bank of New York Mellon sold out of Dimensional US Real Estate ETF (DFAR) in Q3 2024, closing a stake of 11,221 shares — an estimated $248K sold.

Bank of New York Mellon first reported a position in DFAR in Q4 2022 and held it in 2 quarters. The position peaked at $11.1M in Q4 2022. 210 funds tracked by Wall St. Rank hold DFAR as of Q3 2024.

  • Bank of New York Mellon reported no remaining Dimensional US Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of New York Mellon sold 11,221 Dimensional US Real Estate ETF shares in Q3 2024, an estimated $248K.
  • Bank of New York Mellon first reported a position in Dimensional US Real Estate ETF in Q4 2022 and held it in 2 quarters.
  • Bank of New York Mellon's Dimensional US Real Estate ETF position peaked at $11.1M in Q4 2022.
  • 210 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q3 2024.

Based on Bank of New York Mellon's 13F filing for Q3 2024, filed 12 Nov 2024.