Austin Wealth Management’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
$2.39M Sell
103,463
-115,183
-53% -$2.66M 0.43% 42
2025
Q1
$5.01M Sell
218,646
-15,369
-7% -$352K 1% 28
2024
Q4
$5.45M Sell
234,015
-9,048
-4% -$211K 1.13% 25
2024
Q3
$6.11M Sell
243,063
-3,171
-1% -$79.7K 1.34% 23
2024
Q2
$5.63M Sell
246,234
-3,332
-1% -$76.2K 1.32% 23
2024
Q1
$5.43M Sell
249,566
-25,008
-9% -$544K 1.34% 23
2023
Q4
$5.97M Sell
274,574
-59,449
-18% -$1.29M 1.6% 21
2023
Q3
$6.89M Buy
+334,023
New +$6.89M 2.13% 14