FirstPurpose 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $6.19M | Buy |
289,837
+20,907
| +8% | +$447K | 2.25% | 7 |
|
|
2023
Q4 | $6.12M | Buy |
268,930
+31,123
| +13% | +$708K | 2.33% | 7 |
|
|
2023
Q3 | $4.64M | Buy |
237,807
+23,541
| +11% | +$460K | 2% | 9 |
|
|
2023
Q2 | $4.61M | Buy |
214,266
+44,105
| +26% | +$949K | 1.97% | 9 |
|
|
2023
Q1 | $3.66M | Buy |
170,161
+36,572
| +27% | +$786K | 1.8% | 12 |
|
|
2022
Q4 | $2.83M | Buy |
+133,589
| New | +$2.83M | 1.58% | 13 |
|