Buckingham Strategic Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $4.85M | Buy |
219,250
+26,713
| +14% | +$590K | 0.05% | 145 |
|
2024
Q1 | $4.31M | Buy |
192,537
+59,970
| +45% | +$1.34M | 0.05% | 161 |
|
2023
Q4 | $3.01M | Buy |
132,567
+61,146
| +86% | +$1.39M | 0.04% | 189 |
|
2023
Q3 | $1.39M | Buy |
71,421
+2,627
| +4% | +$51.3K | 0.02% | 252 |
|
2023
Q2 | $1.48M | Buy |
68,794
+25,456
| +59% | +$548K | 0.02% | 248 |
|
2023
Q1 | $917K | Hold |
43,338
| – | – | 0.02% | 282 |
|
2022
Q4 | $917K | Buy |
+43,338
| New | +$917K | 0.02% | 283 |
|