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Granite Harbor Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Granite Harbor 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
2024
Q4 		– Sell
-8,302
Closed -$213K – 88
2024
Q3 		$213K Buy
+8,302
New +$201K 0.12% 88

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EGWAG
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BHWM
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RIP
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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

Granite Harbor Advisors's DFAR Position: Q4 2024 in Review

Granite Harbor Advisors sold out of Dimensional US Real Estate ETF (DFAR) in Q4 2024, closing a stake of 8,302 shares — an estimated $213K sold.

Granite Harbor Advisors first reported a position in DFAR in Q3 2024 and held it in 1 quarter. The position peaked at $213K in Q3 2024. 237 funds tracked by Wall St. Rank hold DFAR as of Q4 2024.

  • Granite Harbor Advisors reported no remaining Dimensional US Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Granite Harbor Advisors sold 8,302 Dimensional US Real Estate ETF shares in Q4 2024, an estimated $213K.
  • Granite Harbor Advisors first reported a position in Dimensional US Real Estate ETF in Q3 2024 and held it in 1 quarter.
  • Granite Harbor Advisors's Dimensional US Real Estate ETF position peaked at $213K in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q4 2024.

Based on Granite Harbor Advisors's 13F filing for Q4 2024, filed 23 Jan 2025.