FPCG
Forum Private Client Group’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 | $1.16M | Sell |
49,475
-4,367
| -8% | -$102K | 0.45% | 29 |
|
|
2025
Q1 | $1.28M | Sell |
53,842
-8,162
| -13% | -$194K | 0.56% | 26 |
|
|
2024
Q4 | $1.44M | Sell |
62,004
-15,273
| -20% | -$355K | 0.64% | 26 |
|
|
2024
Q3 | $1.98M | Sell |
77,277
-19,117
| -20% | -$490K | 0.88% | 25 |
|
|
2024
Q2 | $2.13M | Buy |
96,394
+7,007
| +8% | +$155K | 1.01% | 23 |
|
|
2024
Q1 | $2M | Buy |
89,387
+28,337
| +46% | +$634K | 0.97% | 23 |
|
|
2023
Q4 | $1.39M | Buy |
+61,050
| New | +$1.39M | 0.72% | 28 |
|
|
2023
Q3 | – | Sell |
-36,351
| Closed | -$782K | – | 13 |
|
|
2023
Q2 | $782K | Buy |
36,351
+12,698
| +54% | +$273K | 0.45% | 37 |
|
|
2023
Q1 | $508K | Buy |
23,653
+6,398
| +37% | +$137K | 0.32% | 44 |
|
|
2022
Q4 | $365K | Buy |
17,255
+6,512
| +61% | +$138K | 0.25% | 50 |
|
|
2022
Q3 | $221K | Buy |
+10,743
| New | +$221K | 0.17% | 61 |
|