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Cravens & Co Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Cravens & Co Advisors’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
-18,596
Closed -$363K – 72
2023
Q3 		$363K Sell
18,596
-901
-5% -$19.1K 0.34% 52
2023
Q2 		$420K Sell
19,497
-4,754
-20% -$101K 0.39% 48
2023
Q1 		$521K Sell
24,251
-2,516
-9% -$55.3K 0.49% 44
2022
Q4 		$566K Buy
+26,767
New +$567K 0.52% 38

Other funds holding DFAR

BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
BFA
Brown Financial Advisory Fairhope, Alabama $202M AUM 18.83% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
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

Cravens & Co Advisors's DFAR Position: Q4 2023 in Review

Cravens & Co Advisors sold out of Dimensional US Real Estate ETF (DFAR) in Q4 2023, closing a stake of 18,596 shares — an estimated $363K sold.

Cravens & Co Advisors first reported a position in DFAR in Q4 2022 and held it in 4 quarters. The position peaked at $566K in Q4 2022. 186 funds tracked by Wall St. Rank hold DFAR as of Q4 2023.

  • Cravens & Co Advisors reported no remaining Dimensional US Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Cravens & Co Advisors sold 18,596 Dimensional US Real Estate ETF shares in Q4 2023, an estimated $363K.
  • Cravens & Co Advisors first reported a position in Dimensional US Real Estate ETF in Q4 2022 and held it in 4 quarters.
  • Cravens & Co Advisors's Dimensional US Real Estate ETF position peaked at $566K in Q4 2022.
  • 186 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q4 2023.

Based on Cravens & Co Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.