ALWM
Andrews Lucia Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
67,867
+1,166
| +2% | +$27.4K | 1.03% | 12 |
|
|
2025
Q1 | $1.55M | Buy |
66,701
+5,348
| +9% | +$124K | 1.04% | 13 |
|
|
2024
Q4 | $1.57M | Buy |
61,353
+3,469
| +6% | +$88.9K | 1.05% | 13 |
|
|
2024
Q3 | $1.28M | Buy |
57,884
+11,418
| +25% | +$252K | 0.91% | 14 |
|
|
2024
Q2 | $1.04M | Hold |
46,466
| – | – | 0.73% | 16 |
|
|
2024
Q1 | $1.04M | Buy |
46,466
+2,536
| +6% | +$56.7K | 0.74% | 15 |
|
|
2023
Q4 | $999K | Buy |
43,930
+6,490
| +17% | +$148K | 0.77% | 15 |
|
|
2023
Q3 | $731K | Buy |
37,440
+2,667
| +8% | +$52.1K | 0.63% | 16 |
|
|
2023
Q2 | $748K | Buy |
34,773
+3,115
| +10% | +$67K | 0.62% | 16 |
|
|
2023
Q1 | $680K | Buy |
31,658
+5,298
| +20% | +$114K | 0.6% | 16 |
|
|
2022
Q4 | $558K | Buy |
26,360
+2,596
| +11% | +$54.9K | 0.52% | 17 |
|
|
2022
Q3 | $488K | Buy |
+23,764
| New | +$488K | 0.51% | 20 |
|