Bannerman Wealth Management Group’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
$2.94M Buy
125,340
+2,836
+2% +$66.5K 2.26% 11
2025
Q1
$2.91M Buy
122,504
+5,823
+5% +$138K 2.38% 11
2024
Q4
$2.72M Buy
+116,681
New +$2.72M 2.24% 11