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Morton Capital Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Morton Capital 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
Q3 		– Sell
-9,914
Closed -$219K – 112
2024
Q2 		$219K Sell
9,914
-1,674
-14% -$36K 0.05% 92
2024
Q1 		$259K Sell
11,588
-6,053
-34% -$133K 0.07% 85
2023
Q4 		$401K Sell
17,641
-616
-3% -$12.6K 0.12% 66
2023
Q3 		$356K Sell
18,257
-539
-3% -$11.4K 0.13% 64
2023
Q2 		$404K Sell
18,796
-2,403
-11% -$50.8K 0.14% 64
2023
Q1 		$456K Buy
21,199
+384
+2% +$8.44K 0.16% 59
2022
Q4 		$440K Buy
20,815
+502
+2% +$10.6K 0.17% 54
2022
Q3 		$418K Buy
+20,313
New +$482K 0.19% 52

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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Morton Capital Management's DFAR Position: Q3 2024 in Review

Morton Capital Management sold out of Dimensional US Real Estate ETF (DFAR) in Q3 2024, closing a stake of 9,914 shares — an estimated $219K sold.

Morton Capital Management first reported a position in DFAR in Q3 2022 and held it in 8 quarters. The position peaked at $456K in Q1 2023. 209 funds tracked by Wall St. Rank hold DFAR as of Q3 2024.

  • Morton Capital Management reported no remaining Dimensional US Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Morton Capital Management sold 9,914 Dimensional US Real Estate ETF shares in Q3 2024, an estimated $219K.
  • Morton Capital Management first reported a position in Dimensional US Real Estate ETF in Q3 2022 and held it in 8 quarters.
  • Morton Capital Management's Dimensional US Real Estate ETF position peaked at $456K in Q1 2023.
  • 209 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q3 2024.

Based on Morton Capital Management's 13F filing for Q3 2024, filed 9 Oct 2024.