FWP
Firethorn Wealth Partners’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 | – | Sell |
-9,479
| Closed | -$225K | – | 177 |
|
2025
Q1 | $225K | Sell |
9,479
-2,390
| -20% | -$56.8K | 0.11% | 150 |
|
2024
Q4 | $276K | Sell |
11,869
-1,631
| -12% | -$38K | 0.14% | 119 |
|
2024
Q3 | $346K | Sell |
13,500
-3,734
| -22% | -$95.7K | 0.18% | 106 |
|
2024
Q2 | $381K | Sell |
17,234
-3,541
| -17% | -$78.3K | 0.22% | 94 |
|
2024
Q1 | $465K | Sell |
20,775
-10,409
| -33% | -$233K | 0.27% | 83 |
|
2023
Q4 | $709K | Sell |
31,184
-10,702
| -26% | -$243K | 0.46% | 47 |
|
2023
Q3 | $818K | Sell |
41,886
-2,119
| -5% | -$41.4K | 0.63% | 33 |
|
2023
Q2 | $947K | Buy |
44,005
+3,432
| +8% | +$73.9K | 0.71% | 28 |
|
2023
Q1 | $868K | Buy |
40,573
+7,883
| +24% | +$169K | 0.68% | 29 |
|
2022
Q4 | $691K | Buy |
32,690
+8,725
| +36% | +$185K | 0.58% | 42 |
|
2022
Q3 | $493K | Buy |
23,965
+4,727
| +25% | +$97.2K | 0.46% | 54 |
|
2022
Q2 | $479K | Buy |
19,238
+7,329
| +62% | +$182K | 0.39% | 61 |
|
2022
Q1 | $323K | Buy |
+11,909
| New | +$323K | 0.24% | 84 |
|