AWM
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Aspire Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Aspire Wealth Management’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-149
Closed -$3.21K – 184
2023
Q2 		$3.21K Hold
149
– – ﹤0.01% 176
2023
Q1 		$3.2K Sell
149
-233
-61% -$5.12K ﹤0.01% 172
2022
Q4 		$8.08K Buy
+382
New +$8.09K 0.01% 159

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B
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RIP
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RK
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AWM
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BFA
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BEW
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Aspire Wealth Management's DFAR Position: Q3 2023 in Review

Aspire Wealth Management sold out of Dimensional US Real Estate ETF (DFAR) in Q3 2023, closing a stake of 149 shares — an estimated $3.21K sold.

Aspire Wealth Management first reported a position in DFAR in Q4 2022 and held it in 3 quarters. The position peaked at $8.08K in Q4 2022. 146 funds tracked by Wall St. Rank hold DFAR as of Q3 2023.

  • Aspire Wealth Management reported no remaining Dimensional US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Aspire Wealth Management sold 149 Dimensional US Real Estate ETF shares in Q3 2023, an estimated $3.21K.
  • Aspire Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2022 and held it in 3 quarters.
  • Aspire Wealth Management's Dimensional US Real Estate ETF position peaked at $8.08K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q3 2023.

Based on Aspire Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.