Annapolis Financial Services’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
2024
Q3
$380K Sell
14,840
-66
-0.4% -$1.69K 0.11% 74
2024
Q2
$329K Sell
14,906
-3,330
-18% -$73.6K 0.11% 74
2024
Q1
$408K Sell
18,236
-137,447
-88% -$3.07M 0.13% 72
2023
Q4
$3.54M Buy
155,683
+30,787
+25% +$700K 0.89% 36
2023
Q3
$2.44M Buy
124,896
+17,524
+16% +$342K 0.7% 40
2023
Q2
$2.31M Buy
107,372
+24,103
+29% +$519K 0.66% 42
2023
Q1
$1.79M Buy
83,269
+32,696
+65% +$703K 0.54% 45
2022
Q4
$1.07M Buy
50,573
+47,462
+1,526% +$1M 0.35% 56
2022
Q3
$64K Buy
+3,111
New +$64K 0.02% 163