Corient Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
54,523
-31,598
| -37% | -$741K | ﹤0.01% | 1305 |
|
|
2025
Q1 | $2.05M | Sell |
86,121
-5,468
| -6% | -$130K | ﹤0.01% | 970 |
|
|
2024
Q4 | $2.13M | Buy |
91,589
+4,257
| +5% | +$99.1K | ﹤0.01% | 974 |
|
|
2024
Q3 | $2.24M | Buy |
87,332
+5,784
| +7% | +$148K | ﹤0.01% | 1023 |
|
|
2024
Q2 | $1.8M | Sell |
81,548
-4,137
| -5% | -$91.4K | ﹤0.01% | 1065 |
|
|
2024
Q1 | $1.92M | Sell |
85,685
-7,292
| -8% | -$163K | ﹤0.01% | 1033 |
|
|
2023
Q4 | $2.11M | Sell |
92,977
-1,732
| -2% | -$39.4K | ﹤0.01% | 977 |
|
|
2023
Q3 | $1.85M | Sell |
94,709
-3,202
| -3% | -$62.5K | ﹤0.01% | 945 |
|
|
2023
Q2 | $2.11M | Buy |
97,911
+4,791
| +5% | +$103K | ﹤0.01% | 876 |
|
|
2023
Q1 | $2M | Buy |
93,120
+51,448
| +123% | +$1.11M | 0.01% | 837 |
|
|
2022
Q4 | $881K | Buy |
+41,672
| New | +$881K | ﹤0.01% | 951 |
|