Brown Financial Advisory’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 | $3.9M | Sell |
166,368
-301,257
| -64% | -$7.07M | 2.15% | 6 |
|
|
2025
Q1 | $11.1M | Sell |
467,625
-75,570
| -14% | -$1.8M | 6.94% | 4 |
|
|
2024
Q4 | $12.6M | Sell |
543,195
-32,384
| -6% | -$754K | 8.98% | 3 |
|
|
2024
Q3 | $14.8M | Sell |
575,579
-16,412
| -3% | -$421K | 10.44% | 3 |
|
|
2024
Q2 | $13.1M | Sell |
591,991
-55,304
| -9% | -$1.22M | 10.06% | 3 |
|
|
2024
Q1 | $14.5M | Sell |
647,295
-27,705
| -4% | -$620K | 11.25% | 3 |
|
|
2023
Q4 | $15.3M | Buy |
675,000
+22,368
| +3% | +$509K | 12.5% | 3 |
|
|
2023
Q3 | $12.7M | Buy |
652,632
+32,753
| +5% | +$639K | 11.29% | 3 |
|
|
2023
Q2 | $13.3M | Buy |
619,879
+546,055
| +740% | +$11.8M | 10.89% | 3 |
|
|
2023
Q1 | $1.59M | Buy |
+73,824
| New | +$1.59M | 1.53% | 11 |
|