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 |
|