Elwood & Goetz Wealth Advisory Group’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
2026 Q1	$59.8M	Buy	2,529,398 +153,777	+6%	+$3.7M	10.15%	3
2025 Q4	$54.4M	Buy	2,375,621 +177,099	+8%	+$4.15M	9.57%	3
2025 Q3	$52.4M	Buy	2,198,522 +125,155	+6%	+$2.95M	10.06%	3
2025 Q2	$48.6M	Buy	2,073,367 +59,154	+3%	+$1.37M	10.51%	3
2025 Q1	$47.9M	Buy	2,014,213 +64,199	+3%	+$1.51M	11.7%	3
2024 Q4	$45.4M	Buy	1,950,014 +24,341	+1%	+$603K	11.07%	3
2024 Q3	$49.4M	Buy	1,925,673 +47,115	+3%	+$1.14M	12.23%	3
2024 Q2	$41.5M	Buy	1,878,558 +135,246	+8%	+$2.9M	11.79%	3
2024 Q1	$39M	Buy	1,743,312 +83,384	+5%	+$1.84M	9.47%	3
2023 Q4	$37.7M	Buy	1,659,928 +84,936	+5%	+$1.74M	7.98%	5
2023 Q3	$30.7M	Buy	1,574,992 +44,835	+3%	+$951K	7.13%	5
2023 Q2	$32.9M	Buy	1,530,157 +110,772	+8%	+$2.34M	7.5%	5
2023 Q1	$30.5M	Buy	1,419,385 +1,376,316	+3,196%	+$30.3M	7.28%	5
2022 Q4	$911K	Buy	43,069 +25,726	+148%	+$545K	0.28%	32
2022 Q3	$357K	Buy	17,343 +2,408	+16%	+$57.1K	0.12%	47
2022 Q2	$345K	Buy	+14,935	New	+$374K	0.12%	45