DWM
Diversify 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 | $5.51M | Sell |
238,937
-39,488
| -14% | -$910K | 0.34% | 75 |
|
|
2025
Q1 | $6.45M | Sell |
278,425
-45,863
| -14% | -$1.06M | 0.48% | 48 |
|
|
2024
Q4 | $7.25M | Sell |
324,288
-4,774
| -1% | -$107K | 0.57% | 41 |
|
|
2024
Q3 | $8.38M | Sell |
329,062
-1,631
| -0.5% | -$41.6K | 0.81% | 23 |
|
|
2024
Q2 | $7.71M | Buy |
+330,693
| New | +$7.71M | 0.96% | 18 |
|