Allworth Financial’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 | $1.55M | Sell |
65,977
-3,538
| -5% | -$83K | 0.01% | 534 |
|
|
2025
Q1 | $1.59M | Buy |
69,515
+2,149
| +3% | +$49.3K | 0.01% | 445 |
|
|
2024
Q4 | $1.57M | Buy |
67,366
+23,492
| +54% | +$546K | 0.01% | 444 |
|
|
2024
Q3 | $1.12M | Sell |
43,874
-4,562
| -9% | -$117K | 0.01% | 417 |
|
|
2024
Q2 | $1.13M | Buy |
48,436
+45,951
| +1,849% | +$1.07M | 0.01% | 408 |
|
|
2024
Q1 | $55.6K | Buy |
2,485
+90
| +4% | +$2.01K | ﹤0.01% | 1263 |
|
|
2023
Q4 | $54.5K | Sell |
2,395
-1,683
| -41% | -$38.3K | ﹤0.01% | 1164 |
|
|
2023
Q3 | $79.6K | Sell |
4,078
-3,145
| -44% | -$61.4K | ﹤0.01% | 960 |
|
|
2023
Q2 | $155K | Sell |
7,223
-1,388
| -16% | -$29.9K | ﹤0.01% | 757 |
|
|
2023
Q1 | $185K | Hold |
8,611
| – | – | ﹤0.01% | 670 |
|
|
2022
Q4 | $182K | Buy |
8,611
+4,078
| +90% | +$86.3K | ﹤0.01% | 657 |
|
|
2022
Q3 | $93K | Hold |
4,533
| – | – | ﹤0.01% | 784 |
|
|
2022
Q2 | $105K | Buy |
+4,533
| New | +$105K | ﹤0.01% | 700 |
|