CWM
Core 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 | $10.7M | Buy |
457,903
+9,925
| +2% | +$233K | 3.79% | 4 |
|
|
2025
Q1 | $10.6M | Sell |
447,978
-6,439
| -1% | -$153K | 4.09% | 4 |
|
|
2024
Q4 | $10.6M | Buy |
454,417
+3,121
| +0.7% | +$72.6K | 4.13% | 5 |
|
|
2024
Q3 | $9.97M | Hold |
451,296
| – | – | 4.05% | 4 |
|
|
2024
Q2 | $9.97M | Buy |
451,296
+49,068
| +12% | +$1.08M | 4.05% | 4 |
|
|
2024
Q1 | $9M | Buy |
402,228
+34,226
| +9% | +$766K | 3.9% | 4 |
|
|
2023
Q4 | $8.37M | Buy |
368,002
+9,806
| +3% | +$223K | 4% | 5 |
|
|
2023
Q3 | $6.99M | Buy |
358,196
+25,367
| +8% | +$495K | 3.62% | 4 |
|
|
2023
Q2 | $7.16M | Buy |
332,829
+38,614
| +13% | +$831K | 3.64% | 4 |
|
|
2023
Q1 | $6.32M | Buy |
294,215
+10,914
| +4% | +$235K | 3.41% | 5 |
|
|
2022
Q4 | $5.99M | Buy |
+283,301
| New | +$5.99M | 3.38% | 5 |
|