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Cravens & Co Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Cravens & Co Advisors’s Portfolio DFGR Stock Details DFGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-19,940
Closed -$447K – 73
2023
Q3 		$447K Sell
19,940
-10,838
-35% -$262K 0.42% 46
2023
Q2 		$751K Sell
30,778
-96
-0.3% -$2.34K 0.69% 37
2023
Q1 		$758K Buy
30,874
+10,356
+50% +$262K 0.71% 31
2022
Q4 		$501K Buy
+20,518
New +$506K 0.46% 44

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

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

Cravens & Co Advisors sold out of Dimensional Global Real Estate ETF (DFGR) in Q4 2023, closing a stake of 19,940 shares — an estimated $447K sold.

Cravens & Co Advisors first reported a position in DFGR in Q4 2022 and held it in 4 quarters. The position peaked at $758K in Q1 2023. 158 funds tracked by Wall St. Rank hold DFGR as of Q4 2023.

  • Cravens & Co Advisors reported no remaining Dimensional Global Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Cravens & Co Advisors sold 19,940 Dimensional Global Real Estate ETF shares in Q4 2023, an estimated $447K.
  • Cravens & Co Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and held it in 4 quarters.
  • Cravens & Co Advisors's Dimensional Global Real Estate ETF position peaked at $758K in Q1 2023.
  • 158 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q4 2023.

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