Exencial Wealth Advisors’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 | $11.4M | Sell |
485,277
-7,818
| -2% | -$183K | 0.4% | 81 |
|
|
2025
Q1 | $11.7M | Buy |
493,095
+10,690
| +2% | +$254K | 0.43% | 72 |
|
|
2024
Q4 | $11.2M | Sell |
482,405
-8,869
| -2% | -$206K | 0.41% | 71 |
|
|
2024
Q3 | $12.6M | Buy |
491,274
+665
| +0.1% | +$17.1K | 0.45% | 71 |
|
|
2024
Q2 | $10.8M | Buy |
490,609
+64,295
| +15% | +$1.42M | 0.41% | 74 |
|
|
2024
Q1 | $9.54M | Buy |
426,314
+413,848
| +3,320% | +$9.26M | 0.36% | 88 |
|
|
2023
Q4 | $283K | Buy |
+12,466
| New | +$283K | 0.01% | 419 |
|
|
2022
Q4 | – | Sell |
-11,843
| Closed | -$243K | – | 418 |
|
|
2022
Q3 | $243K | Buy |
+11,843
| New | +$243K | 0.01% | 362 |
|