AWM
Ariadne 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 | $1.63M | Sell |
70,141
-3,259
| -4% | -$75.7K | 0.78% | 31 |
|
|
2025
Q1 | $1.73M | Buy |
73,400
+1,341
| +2% | +$31.6K | 0.9% | 27 |
|
|
2024
Q4 | $1.71M | Buy |
72,059
+45,390
| +170% | +$1.08M | 0.78% | 30 |
|
|
2024
Q3 | $660K | Buy |
26,669
+8,685
| +48% | +$215K | 0.36% | 54 |
|
|
2024
Q2 | $397K | Buy |
+17,984
| New | +$397K | 0.31% | 78 |
|