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Belpointe Asset Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Belpointe Asset 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
Q4 		– Sell
-12
Closed -$319 – 879
2024
Q3 		$319 Hold
12
– – ﹤0.01% 912
2024
Q2 		$273 Buy
+12
New +$258 ﹤0.01% 838
2023
Q2 		– Sell
-72
Closed -$1.55K – 1225
2023
Q1 		$1.55K Hold
72
– – ﹤0.01% 3381
2022
Q4 		$1.52K Buy
+72
New +$1.53K ﹤0.01% 3343

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
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Belpointe Asset Management's DFAR Position: Q4 2024 in Review

Belpointe Asset Management sold out of Dimensional US Real Estate ETF (DFAR) in Q4 2024, closing a stake of 12 shares — an estimated $319 sold.

Belpointe Asset Management first reported a position in DFAR in Q4 2022 and held it in 4 quarters. The position peaked at $1.55K in Q1 2023. 237 funds tracked by Wall St. Rank hold DFAR as of Q4 2024.

  • Belpointe Asset Management reported no remaining Dimensional US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 12 Dimensional US Real Estate ETF shares in Q4 2024, an estimated $319.
  • Belpointe Asset Management first reported a position in Dimensional US Real Estate ETF in Q4 2022 and held it in 4 quarters.
  • Belpointe Asset Management's Dimensional US Real Estate ETF position peaked at $1.55K in Q1 2023.
  • 237 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.