Arcadia Wealth Management (New Hampshire)’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 | $1.49M | Buy |
63,367
+5,361
| +9% | +$126K | 0.65% | 26 |
|
2025
Q1 | $1.38M | Buy |
58,006
+1,239
| +2% | +$29.5K | 0.68% | 26 |
|
2024
Q4 | $1.32M | Buy |
56,767
+3,482
| +7% | +$81K | 0.67% | 25 |
|
2024
Q3 | $1.37M | Buy |
53,285
+2,613
| +5% | +$67K | 0.72% | 25 |
|
2024
Q2 | $1.12M | Buy |
50,672
+1,702
| +3% | +$37.6K | 0.64% | 29 |
|
2024
Q1 | $1.1M | Buy |
48,970
+1,259
| +3% | +$28.3K | 0.68% | 26 |
|
2023
Q4 | $1.08M | Buy |
+47,711
| New | +$1.08M | 0.75% | 23 |
|