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Spinnaker Investment Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

Spinnaker Investment Group’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
Q1 		– Sell
-8,998
Closed -$205K – 88
2023
Q4 		$205K Sell
8,998
-212,266
-96% -$4.35M 0.06% 81
2023
Q3 		$4.32M Buy
221,264
+5,580
+3% +$118K 1.45% 12
2023
Q2 		$4.67M Buy
215,684
+12,170
+6% +$257K 1.54% 12
2023
Q1 		$4.37M Buy
203,514
+15,445
+8% +$340K 1.54% 12
2022
Q4 		$3.98M Buy
188,069
+16,898
+10% +$358K 1.41% 15
2022
Q3 		$3.55M Buy
171,171
+13,920
+9% +$330K 1.39% 15
2022
Q2 		$3.63M Buy
157,251
+16,699
+12% +$418K 1.48% 15
2022
Q1 		$3.88M Buy
+140,552
New +$3.66M 1.26% 17

Other funds holding DFAR

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
BFA
Brown Financial Advisory Fairhope, Alabama $239M AUM 25.98% 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
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Spinnaker Investment Group's DFAR Position: Q1 2024 in Review

Spinnaker Investment Group sold out of Dimensional US Real Estate ETF (DFAR) in Q1 2024, closing a stake of 8,998 shares — an estimated $205K sold.

Spinnaker Investment Group first reported a position in DFAR in Q1 2022 and held it in 8 quarters. The position peaked at $4.67M in Q2 2023. 188 funds tracked by Wall St. Rank hold DFAR as of Q1 2024.

  • Spinnaker Investment Group reported no remaining Dimensional US Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Spinnaker Investment Group sold 8,998 Dimensional US Real Estate ETF shares in Q1 2024, an estimated $205K.
  • Spinnaker Investment Group first reported a position in Dimensional US Real Estate ETF in Q1 2022 and held it in 8 quarters.
  • Spinnaker Investment Group's Dimensional US Real Estate ETF position peaked at $4.67M in Q2 2023.
  • 188 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2024.

Based on Spinnaker Investment Group's 13F filing for Q1 2024, filed 19 Apr 2024.