Advisory Services & Investments’s Dimensional US Real Estate ETF DFAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-193,924
| Closed | -$4.17M | – | 34 |
|
|
2023
Q2 | $4.17M | Sell |
193,924
-32,784
| -14% | -$706K | 3.45% | 11 |
|
|
2023
Q1 | $4.87M | Sell |
226,708
-13,243
| -6% | -$285K | 4.42% | 9 |
|
|
2022
Q4 | $5.07M | Sell |
239,951
-47,638
| -17% | -$1.01M | 5.05% | 9 |
|
|
2022
Q3 | $5.91M | Buy |
287,589
+56,772
| +25% | +$1.17M | 6.24% | 8 |
|
|
2022
Q2 | $5.33M | Buy |
+230,817
| New | +$5.33M | 5.09% | 9 |
|