Andrews Lucia Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.83M | Buy |
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|
2025
Q2 | $1.59M | Buy |
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|
2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.04M | Hold |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $999K | Buy |
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|
2023
Q3 | $731K | Buy |
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|
2023
Q2 | $748K | Buy |
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|
2023
Q1 | $680K | Buy |
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|
2022
Q4 | $558K | Buy |
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|
2022
Q3 | $488K | Buy |
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