Fidato Wealth’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 | $10.8M | Buy |
461,044
+31,635
| +7% | +$742K | 7.73% | 3 |
|
2025
Q1 | $10.2M | Buy |
429,409
+11,511
| +3% | +$274K | 7.81% | 3 |
|
2024
Q4 | $9.72M | Buy |
417,898
+26,997
| +7% | +$628K | 7.29% | 3 |
|
2024
Q3 | $10M | Buy |
390,901
+1,086
| +0.3% | +$27.8K | 8.05% | 3 |
|
2024
Q2 | $8.61M | Buy |
389,815
+19,335
| +5% | +$427K | 7.61% | 3 |
|
2024
Q1 | $8.29M | Buy |
370,480
+8,438
| +2% | +$189K | 7.43% | 4 |
|
2023
Q4 | $8.23M | Buy |
+362,042
| New | +$8.23M | 7.86% | 3 |
|