Drive Wealth Management’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 | – | Sell |
-12,450
| Closed | -$296K | – | 350 |
|
|
2025
Q1 | $296K | Sell |
12,450
-384
| -3% | -$9.13K | 0.07% | 225 |
|
|
2024
Q4 | $299K | Sell |
12,834
-3,035
| -19% | -$70.6K | 0.07% | 215 |
|
|
2024
Q3 | $407K | Sell |
15,869
-7,785
| -33% | -$200K | 0.11% | 160 |
|
|
2024
Q2 | $523K | Sell |
23,654
-3,179
| -12% | -$70.3K | 0.14% | 125 |
|
|
2024
Q1 | $600K | Sell |
26,833
-8,442
| -24% | -$189K | 0.17% | 109 |
|
|
2023
Q4 | $802K | Sell |
35,275
-10,183
| -22% | -$232K | 0.26% | 79 |
|
|
2023
Q3 | $887K | Sell |
45,458
-15,451
| -25% | -$302K | 0.32% | 65 |
|
|
2023
Q2 | $1.31M | Sell |
60,909
-30,679
| -33% | -$660K | 0.49% | 46 |
|
|
2023
Q1 | $1.97M | Buy |
91,588
+21,625
| +31% | +$465K | 0.82% | 24 |
|
|
2022
Q4 | $1.48M | Buy |
69,963
+30,882
| +79% | +$653K | 0.74% | 30 |
|
|
2022
Q3 | $804K | Buy |
39,081
+21,750
| +125% | +$447K | 0.76% | 28 |
|
|
2022
Q2 | $401K | Buy |
+17,331
| New | +$401K | 0.37% | 78 |
|