EverSource Wealth Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.9K | Sell |
637
-2,445
| -79% | -$57.3K | ﹤0.01% | 2516 |
|
|
2025
Q1 | $73.3K | Sell |
3,082
-1,707
| -36% | -$40.6K | ﹤0.01% | 1046 |
|
|
2024
Q4 | $111K | Buy |
4,789
+4,327
| +937% | +$101K | 0.01% | 869 |
|
|
2024
Q3 | $11.8K | Hold |
462
| – | – | ﹤0.01% | 1762 |
|
|
2024
Q2 | $10.9K | Sell |
462
-3,484
| -88% | -$82.4K | ﹤0.01% | 1803 |
|
|
2024
Q1 | $81.5K | Buy |
3,946
+3,484
| +754% | +$71.9K | 0.01% | 791 |
|
|
2023
Q4 | $10.5K | Hold |
462
| – | – | ﹤0.01% | 1536 |
|
|
2023
Q3 | $9.02K | Hold |
462
| – | – | ﹤0.01% | 1460 |
|
|
2023
Q2 | $9.94K | Sell |
462
-331
| -42% | -$7.12K | ﹤0.01% | 1441 |
|
|
2023
Q1 | $17K | Sell |
793
-6,212
| -89% | -$133K | ﹤0.01% | 1143 |
|
|
2022
Q4 | $148K | Buy |
7,005
+1,215
| +21% | +$25.7K | 0.02% | 410 |
|
|
2022
Q3 | $119K | Buy |
+5,790
| New | +$119K | 0.03% | 386 |
|