DWM
DFAR icon

Drive Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Drive Wealth Management’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,450
Closed -$296K – 350
2025
Q1 		$296K Sell
12,450
-384
-3% -$9.06K 0.07% 225
2024
Q4 		$299K Sell
12,834
-3,035
-19% -$75.1K 0.07% 215
2024
Q3 		$407K Sell
15,869
-7,785
-33% -$188K 0.11% 160
2024
Q2 		$523K Sell
23,654
-3,179
-12% -$68.3K 0.14% 125
2024
Q1 		$600K Sell
26,833
-8,442
-24% -$186K 0.17% 109
2023
Q4 		$802K Sell
35,275
-10,183
-22% -$209K 0.26% 79
2023
Q3 		$887K Sell
45,458
-15,451
-25% -$328K 0.32% 65
2023
Q2 		$1.31M Sell
60,909
-30,679
-33% -$649K 0.49% 46
2023
Q1 		$1.97M Buy
91,588
+21,625
+31% +$476K 0.82% 24
2022
Q4 		$1.48M Buy
69,963
+30,882
+79% +$654K 0.74% 30
2022
Q3 		$804K Buy
39,081
+21,750
+125% +$516K 0.76% 28
2022
Q2 		$401K Buy
+17,331
New +$433K 0.37% 78

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EGWAG
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BHWM
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RIP
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MFT
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RFP
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GOCP
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RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return