Fonville 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 | $478K | Sell |
20,359
-117
| -0.6% | -$2.75K | 0.12% | 82 |
|
|
2025
Q1 | $487K | Sell |
20,476
-178
| -0.9% | -$4.23K | 0.14% | 76 |
|
|
2024
Q4 | $481K | Sell |
20,654
-429
| -2% | -$9.98K | 0.16% | 72 |
|
|
2024
Q3 | $541K | Sell |
21,083
-82
| -0.4% | -$2.1K | 0.19% | 66 |
|
|
2024
Q2 | $468K | Sell |
21,165
-756
| -3% | -$16.7K | 0.19% | 67 |
|
|
2024
Q1 | $490K | Sell |
21,921
-1,021
| -4% | -$22.8K | 0.22% | 65 |
|
|
2023
Q4 | $522K | Buy |
+22,942
| New | +$522K | 0.28% | 61 |
|