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