Elwood & Goetz Wealth Advisory Group’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 | $48.6M | Buy |
2,073,367
+59,154
| +3% | +$1.39M | 10.51% | 3 |
|
|
2025
Q1 | $47.9M | Buy |
2,014,213
+64,199
| +3% | +$1.53M | 11.7% | 3 |
|
|
2024
Q4 | $45.4M | Buy |
1,950,014
+24,341
| +1% | +$566K | 11.07% | 3 |
|
|
2024
Q3 | $49.4M | Buy |
1,925,673
+47,115
| +3% | +$1.21M | 12.23% | 3 |
|
|
2024
Q2 | $41.5M | Buy |
1,878,558
+135,246
| +8% | +$2.99M | 11.79% | 3 |
|
|
2024
Q1 | $39M | Buy |
1,743,312
+83,384
| +5% | +$1.87M | 9.47% | 3 |
|
|
2023
Q4 | $37.7M | Buy |
1,659,928
+84,936
| +5% | +$1.93M | 7.98% | 5 |
|
|
2023
Q3 | $30.7M | Buy |
1,574,992
+44,835
| +3% | +$875K | 7.13% | 5 |
|
|
2023
Q2 | $32.9M | Buy |
1,530,157
+110,772
| +8% | +$2.38M | 7.5% | 5 |
|
|
2023
Q1 | $30.5M | Buy |
1,419,385
+1,376,316
| +3,196% | +$29.6M | 7.28% | 5 |
|
|
2022
Q4 | $911K | Buy |
43,069
+25,726
| +148% | +$544K | 0.28% | 32 |
|
|
2022
Q3 | $357K | Buy |
17,343
+2,408
| +16% | +$49.6K | 0.12% | 47 |
|
|
2022
Q2 | $345K | Buy |
+14,935
| New | +$345K | 0.12% | 45 |
|