Essential Planning’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 |
-8,731
| Closed | -$208K | – | 83 |
|
|
2025
Q1 | $208K | Sell |
8,731
-669,139
| -99% | -$15.9M | 0.08% | 78 |
|
|
2024
Q4 | $16.8M | Buy |
677,870
+666,799
| +6,023% | +$16.5M | 0.11% | 63 |
|
|
2024
Q3 | $284K | Sell |
11,071
-352
| -3% | -$9.03K | 0.12% | 66 |
|
|
2024
Q2 | $252K | Buy |
11,423
+933
| +9% | +$20.6K | 0.11% | 61 |
|
|
2024
Q1 | $239K | Buy |
10,490
+15
| +0.1% | +$341 | 0.12% | 57 |
|
|
2023
Q4 | $238K | Buy |
+10,475
| New | +$238K | 0.12% | 56 |
|