CAM
CPA Asset 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 | $330K | Buy |
14,068
+1,642
| +13% | +$38.5K | 0.14% | 66 |
|
2025
Q1 | $295K | Buy |
+12,426
| New | +$295K | 0.13% | 67 |
|
2024
Q2 | – | Sell |
-12,023
| Closed | -$269K | – | 77 |
|
2024
Q1 | $269K | Sell |
12,023
-13,802
| -53% | -$309K | 0.15% | 69 |
|
2023
Q4 | $587K | Buy |
25,825
+3,549
| +16% | +$80.7K | 0.36% | 45 |
|
2023
Q3 | $435K | Buy |
+22,276
| New | +$435K | 0.31% | 46 |
|