Carson Wealth (CWM LLC)’s Dimensional US Real Estate ETF DFAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-729
| Closed | -$16K | – | 4648 |
|
|
2024
Q1 | $16K | Buy |
729
+728
| +72,800% | +$16K | ﹤0.01% | 3034 |
|
|
2023
Q4 | $0 | Sell |
1
-243
| -100% | – | ﹤0.01% | 4200 |
|
|
2023
Q3 | $5K | Sell |
244
-2,892
| -92% | -$59.3K | ﹤0.01% | 3433 |
|
|
2023
Q2 | $67K | Buy |
3,136
+2,893
| +1,191% | +$61.8K | ﹤0.01% | 1790 |
|
|
2023
Q1 | $5K | Buy |
+243
| New | +$5K | ﹤0.01% | 3270 |
|