AWM
Arista 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 | $249K | Sell |
10,628
-725
| -6% | -$17K | 0.03% | 201 |
|
|
2025
Q1 | $270K | Sell |
11,353
-644
| -5% | -$15.3K | 0.07% | 57 |
|
|
2024
Q4 | $279K | Sell |
11,997
-175
| -1% | -$4.07K | 0.07% | 55 |
|
|
2024
Q3 | $312K | Sell |
12,172
-11,709
| -49% | -$300K | 0.07% | 51 |
|
|
2024
Q2 | $528K | Sell |
23,881
-41,373
| -63% | -$914K | 0.14% | 35 |
|
|
2024
Q1 | $1.46M | Sell |
65,254
-304,666
| -82% | -$6.82M | 1.11% | 15 |
|
|
2023
Q4 | $8.41M | Sell |
369,920
-318,340
| -46% | -$7.24M | 3.08% | 9 |
|
|
2023
Q3 | $13.4M | Buy |
688,260
+53,082
| +8% | +$1.04M | 5.26% | 7 |
|
|
2023
Q2 | $13.7M | Buy |
635,178
+449,841
| +243% | +$9.68M | 5.68% | 7 |
|
|
2023
Q1 | $3.98M | Buy |
185,337
+136,550
| +280% | +$2.93M | 2.17% | 11 |
|
|
2022
Q4 | $1.03M | Buy |
+48,787
| New | +$1.03M | 0.65% | 22 |
|