AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Buy |
172,471
+21,484
| +14% | +$504K | 0.03% | 388 |
|
|
2025
Q1 | $3.59M | Buy |
150,987
+12,521
| +9% | +$298K | 0.03% | 408 |
|
|
2024
Q4 | $3.22M | Buy |
138,466
+2,991
| +2% | +$69.6K | 0.03% | 429 |
|
|
2024
Q3 | $3.47M | Buy |
135,475
+10,782
| +9% | +$276K | 0.03% | 410 |
|
|
2024
Q2 | $2.76M | Buy |
124,693
+9,594
| +8% | +$212K | 0.03% | 447 |
|
|
2024
Q1 | $2.57M | Sell |
115,099
-434,121
| -79% | -$9.71M | 0.03% | 440 |
|
|
2023
Q4 | $12M | Buy |
549,220
+137,031
| +33% | +$3M | 0.06% | 353 |
|
|
2023
Q3 | $8.05M | Buy |
412,189
+32,570
| +9% | +$636K | 0.05% | 437 |
|
|
2023
Q2 | $8.17M | Buy |
379,619
+30,135
| +9% | +$649K | 0.05% | 415 |
|
|
2023
Q1 | $7.51M | Buy |
349,484
+302,009
| +636% | +$6.49M | 0.05% | 413 |
|
|
2022
Q4 | $1M | Buy |
47,475
+12,739
| +37% | +$269K | 0.01% | 979 |
|
|
2022
Q3 | $714K | Buy |
34,736
+7,065
| +26% | +$145K | 0.01% | 1076 |
|
|
2022
Q2 | $639K | Buy |
+27,671
| New | +$639K | 0.01% | 1073 |
|