Elevate Wealth Advisory’s Dimensional US Real Estate ETF DFAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$420K Hold
2025
Q1
$426K Buy
2024
Q4
$412K Buy
2024
Q3
$347K Hold
2024
Q2
$299K Buy
2024
Q1
$297K Buy
2023
Q4
$261K Buy