Beaird Harris 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 | $42M | Buy |
1,788,642
+56,371
| +3% | +$1.32M | 3.25% | 11 |
|
|
2025
Q1 | $41.2M | Buy |
1,732,271
+51,100
| +3% | +$1.21M | 3.5% | 11 |
|
|
2024
Q4 | $39.1M | Buy |
1,681,171
+54,549
| +3% | +$1.27M | 3.38% | 12 |
|
|
2024
Q3 | $41.7M | Sell |
1,626,622
-51,153
| -3% | -$1.31M | 3.64% | 9 |
|
|
2024
Q2 | $37.1M | Sell |
1,677,775
-133,242
| -7% | -$2.94M | 3.49% | 11 |
|
|
2024
Q1 | $40.5M | Buy |
1,811,017
+88,194
| +5% | +$1.97M | 3.95% | 9 |
|
|
2023
Q4 | $39.2M | Buy |
1,722,823
+54,403
| +3% | +$1.24M | 4.11% | 8 |
|
|
2023
Q3 | $32.6M | Sell |
1,668,420
-6,778
| -0.4% | -$132K | 3.9% | 11 |
|
|
2023
Q2 | $36.1M | Buy |
1,675,198
+109,601
| +7% | +$2.36M | 4.32% | 7 |
|
|
2023
Q1 | $33.6M | Buy |
1,565,597
+67,925
| +5% | +$1.46M | 6.04% | 5 |
|
|
2022
Q4 | $31.7M | Buy |
1,497,672
+219,694
| +17% | +$4.65M | 5.92% | 5 |
|
|
2022
Q3 | $26.3M | Buy |
1,277,978
+349,545
| +38% | +$7.19M | 5.76% | 5 |
|
|
2022
Q2 | $21.5M | Buy |
928,433
+904,231
| +3,736% | +$20.9M | 5.91% | 6 |
|
|
2022
Q1 | $656K | Buy |
+24,202
| New | +$656K | 0.24% | 41 |
|