AWM
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Aegis Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Aegis Wealth Management’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.23M Hold
51,737
– – 0.74% 37
2025
Q1 		$1.23M Buy
51,737
+1,382
+3% +$32.9K 0.72% 38
2024
Q4 		$1.17M Buy
+50,355
New +$1.17M 0.79% 34