Bay Harbor 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 | $11.4K | Buy |
+487
| New | +$11.4K | ﹤0.01% | 140 |
|
|
2024
Q1 | – | Sell |
-353
| Closed | -$8.03K | – | 176 |
|
|
2023
Q4 | $8.03K | Sell |
353
-10,444
| -97% | -$237K | ﹤0.01% | 118 |
|
|
2023
Q3 | $211K | Buy |
10,797
+1,295
| +14% | +$25.3K | 0.09% | 43 |
|
|
2023
Q2 | $204K | Buy |
9,502
+3,391
| +55% | +$73K | 0.08% | 42 |
|
|
2023
Q1 | $131K | Buy |
6,111
+4,662
| +322% | +$100K | 0.06% | 45 |
|
|
2022
Q4 | $31K | Buy |
1,449
+1,349
| +1,349% | +$28.9K | 0.01% | 110 |
|
|
2022
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 164 |
|