CIAS
CFS Investment Advisory Services’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 | – | Sell |
-9,231
| Closed | -$219K | – | 329 |
|
|
2025
Q1 | $219K | Sell |
9,231
-4,596
| -33% | -$109K | 0.02% | 295 |
|
|
2024
Q4 | $322K | Buy |
13,827
+65
| +0.5% | +$1.51K | 0.03% | 250 |
|
|
2024
Q3 | $353K | Buy |
13,762
+132
| +1% | +$3.39K | 0.03% | 231 |
|
|
2024
Q2 | $301K | Buy |
13,630
+155
| +1% | +$3.42K | 0.02% | 218 |
|
|
2024
Q1 | $301K | Sell |
13,475
-1,914
| -12% | -$42.8K | 0.05% | 136 |
|
|
2023
Q4 | $350K | Sell |
15,389
-623
| -4% | -$14.2K | 0.06% | 124 |
|
|
2023
Q3 | $313K | Buy |
16,012
+16
| +0.1% | +$313 | 0.05% | 146 |
|
|
2023
Q2 | $344K | Sell |
15,996
-358
| -2% | -$7.7K | 0.04% | 200 |
|
|
2023
Q1 | $351K | Buy |
16,354
+2,031
| +14% | +$43.6K | 0.06% | 114 |
|
|
2022
Q4 | $303K | Sell |
14,323
-281,479
| -95% | -$5.95M | 0.07% | 101 |
|
|
2022
Q3 | $296K | Buy |
+295,802
| New | +$296K | 0.07% | 110 |
|