CWM
CarsonAllaria Wealth Management’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 | $2.34M | Sell |
99,566
-19,520
| -16% | -$458K | 1.25% | 21 |
|
|
2025
Q1 | $2.83M | Buy |
119,086
+168
| +0.1% | +$3.99K | 1.64% | 19 |
|
|
2024
Q4 | $2.77M | Buy |
118,918
+4,522
| +4% | +$105K | 1.58% | 19 |
|
|
2024
Q3 | $2.93M | Sell |
114,396
-553
| -0.5% | -$14.2K | 1.68% | 19 |
|
|
2024
Q2 | $2.54M | Buy |
114,949
+6,322
| +6% | +$140K | 1.55% | 19 |
|
|
2024
Q1 | $2.43M | Buy |
108,627
+19,202
| +21% | +$430K | 1.53% | 18 |
|
|
2023
Q4 | $2.03M | Buy |
89,425
+13,807
| +18% | +$314K | 1.46% | 18 |
|
|
2023
Q3 | $1.48M | Buy |
75,618
+19,568
| +35% | +$382K | 1.2% | 21 |
|
|
2023
Q2 | $1.21M | Buy |
56,050
+6,303
| +13% | +$136K | 0.95% | 22 |
|
|
2023
Q1 | $1.07M | Buy |
49,747
+2,190
| +5% | +$47.1K | 0.9% | 23 |
|
|
2022
Q4 | $1.01M | Buy |
47,557
+13,018
| +38% | +$275K | 0.88% | 22 |
|
|
2022
Q3 | $710K | Buy |
34,539
+17,506
| +103% | +$360K | 0.66% | 22 |
|
|
2022
Q2 | $394K | Buy |
17,033
+16,604
| +3,870% | +$384K | 0.37% | 35 |
|
|
2022
Q1 | $12K | Buy |
+429
| New | +$12K | 0.01% | 185 |
|