BWA
BCU Wealth Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
137,900
+16,203
| +13% | +$380K | 1.45% | 11 |
|
|
2025
Q1 | $2.89M | Buy |
121,697
+12,448
| +11% | +$296K | 1.5% | 9 |
|
|
2024
Q4 | $2.54M | Buy |
109,249
+17,127
| +19% | +$399K | 1.45% | 9 |
|
|
2024
Q3 | $2.36M | Buy |
92,122
+15,152
| +20% | +$388K | 1.41% | 11 |
|
|
2024
Q2 | $1.7M | Buy |
76,970
+10,185
| +15% | +$225K | 1.26% | 13 |
|
|
2024
Q1 | $1.49M | Buy |
66,785
+13,193
| +25% | +$295K | 1.27% | 12 |
|
|
2023
Q4 | $1.22M | Buy |
+53,592
| New | +$1.22M | 1.32% | 13 |
|