EverSource Wealth Advisors’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 | $14.9K | Sell |
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|
2025
Q1 | $73.3K | Sell |
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|
2024
Q4 | $111K | Buy |
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|
2024
Q3 | $11.8K | Hold |
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|
2024
Q2 | $10.9K | Sell |
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|
2024
Q1 | $81.5K | Buy |
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|
2023
Q4 | $10.5K | Hold |
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|
2023
Q3 | $9.02K | Hold |
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|
2023
Q2 | $9.94K | Sell |
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|
2023
Q1 | $17K | Sell |
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|
2022
Q4 | $148K | Buy |
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|
2022
Q3 | $119K | Buy |
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