AssuredPartners Investment Advisors’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
$920K Buy
39,231
+1,208
+3% +$28.3K 0.23% 85
2025
Q1
$904K Buy
38,023
+6,575
+21% +$156K 0.17% 134
2024
Q4
$732K Buy
+31,448
New +$732K 0.14% 151