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Colonial Trust’s Dimensional US Real Estate ETF DFAR Stock Holding History

Colonial Trust’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
-681
Closed -$17.5K – 1328
2024
Q3 		$17.5K Hold
681
– – ﹤0.01% 742
2024
Q2 		$15.1K Hold
681
– – ﹤0.01% 719
2024
Q1 		$15.2K Buy
+681
New +$15K ﹤0.01% 696

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

Colonial Trust's DFAR Position: Q4 2024 in Review

Colonial Trust sold out of Dimensional US Real Estate ETF (DFAR) in Q4 2024, closing a stake of 681 shares — an estimated $17.5K sold.

Colonial Trust first reported a position in DFAR in Q1 2024 and held it in 3 quarters. The position peaked at $17.5K in Q3 2024. 237 funds tracked by Wall St. Rank hold DFAR as of Q4 2024.

  • Colonial Trust reported no remaining Dimensional US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Colonial Trust sold 681 Dimensional US Real Estate ETF shares in Q4 2024, an estimated $17.5K.
  • Colonial Trust first reported a position in Dimensional US Real Estate ETF in Q1 2024 and held it in 3 quarters.
  • Colonial Trust's Dimensional US Real Estate ETF position peaked at $17.5K in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q4 2024.

Based on Colonial Trust's 13F filing for Q4 2024, filed 14 Feb 2025.