FMB Wealth Management’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 | $1.66M | Buy |
70,626
+17,256
| +32% | +$405K | 0.79% | 27 |
|
|
2025
Q1 | $1.27M | Buy |
53,370
+5,170
| +11% | +$123K | 0.7% | 27 |
|
|
2024
Q4 | $1.12M | Buy |
48,200
+2,265
| +5% | +$52.7K | 0.63% | 28 |
|
|
2024
Q3 | $1.18M | Buy |
45,935
+7,254
| +19% | +$186K | 0.67% | 30 |
|
|
2024
Q2 | $855K | Buy |
38,681
+6,786
| +21% | +$150K | 0.65% | 30 |
|
|
2024
Q1 | $714K | Buy |
31,895
+1,705
| +6% | +$38.1K | 0.57% | 33 |
|
|
2023
Q4 | $687K | Buy |
30,190
+18,325
| +154% | +$417K | 0.63% | 31 |
|
|
2023
Q3 | $232K | Buy |
11,865
+914
| +8% | +$17.8K | 0.25% | 45 |
|
|
2023
Q2 | $236K | Buy |
+10,951
| New | +$236K | 0.25% | 48 |
|