Apollon Wealth Management’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 | $1.8M | Sell |
76,833
-350
| -0.5% | -$8.21K | 0.04% | 379 |
|
|
2025
Q1 | $1.83M | Sell |
77,183
-1,334
| -2% | -$31.7K | 0.04% | 348 |
|
|
2024
Q4 | $1.83M | Sell |
78,517
-2,350
| -3% | -$54.7K | 0.04% | 356 |
|
|
2024
Q3 | $2.07M | Sell |
80,867
-4,000
| -5% | -$103K | 0.06% | 302 |
|
|
2024
Q2 | $1.88M | Sell |
84,867
-11,800
| -12% | -$261K | 0.06% | 308 |
|
|
2024
Q1 | $2.16M | Buy |
96,667
+2,667
| +3% | +$59.7K | 0.07% | 267 |
|
|
2023
Q4 | $2.14M | Sell |
94,000
-3,000
| -3% | -$68.2K | 0.07% | 243 |
|
|
2023
Q3 | $1.89M | Buy |
97,000
+5,100
| +6% | +$99.6K | 0.1% | 208 |
|
|
2023
Q2 | $1.98M | Sell |
91,900
-500
| -0.5% | -$10.8K | 0.1% | 214 |
|
|
2023
Q1 | $1.99M | Buy |
92,400
+32,800
| +55% | +$705K | 0.12% | 178 |
|
|
2022
Q4 | $1.26M | Buy |
+59,600
| New | +$1.26M | 0.09% | 236 |
|