APC
Asset Planning Corporation’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 | $5.09M | Buy |
216,916
+69
| +0% | +$1.62K | 2.71% | 14 |
|
|
2025
Q1 | $5.15M | Sell |
216,847
-7,191
| -3% | -$171K | 3.04% | 13 |
|
|
2024
Q4 | $5.21M | Sell |
224,038
-103,623
| -32% | -$2.41M | 3.26% | 13 |
|
|
2024
Q3 | $8.4M | Sell |
327,661
-6,712
| -2% | -$172K | 5.48% | 6 |
|
|
2024
Q2 | $7.39M | Sell |
334,373
-358
| -0.1% | -$7.91K | 5.53% | 7 |
|
|
2024
Q1 | $7.49M | Sell |
334,731
-2,080
| -0.6% | -$46.5K | 5.47% | 9 |
|
|
2023
Q4 | $7.66M | Buy |
336,811
+35,264
| +12% | +$802K | 5.92% | 9 |
|
|
2023
Q3 | $5.89M | Buy |
301,547
+14,912
| +5% | +$291K | 4.53% | 12 |
|
|
2023
Q2 | $6.17M | Buy |
286,635
+35,686
| +14% | +$768K | 4.69% | 11 |
|
|
2023
Q1 | $5.39M | Buy |
250,949
+3,112
| +1% | +$66.9K | 4.33% | 10 |
|
|
2022
Q4 | $5.24M | Buy |
247,837
+35,366
| +17% | +$748K | 4.36% | 10 |
|
|
2022
Q3 | $4.37M | Buy |
212,471
+14,548
| +7% | +$299K | 4.09% | 11 |
|
|
2022
Q2 | $4.57M | Buy |
197,923
+11,644
| +6% | +$269K | 3.97% | 11 |
|
|
2022
Q1 | $5.05M | Buy |
+186,279
| New | +$5.05M | 4.41% | 10 |
|