Aprio 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	$16.2M	Buy	689,784 +138,632	+25%	+$3.25M	1.83%	12
2025 Q1	$13.1M	Buy	551,152 +178,433	+48%	+$4.24M	1.64%	14
2024 Q4	$8.67M	Buy	372,719 +81,516	+28%	+$1.9M	1.27%	18
2024 Q3	$7.47M	Buy	291,203 +130,992	+82%	+$3.36M	1.19%	18
2024 Q2	$3.54M	Buy	+160,211	New	+$3.54M	0.65%	28