FMWA
Forvis Mazars Wealth Advisors’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 | $2.88M | Sell |
122,589
-51,954
| -30% | -$1.22M | 0.06% | 125 |
|
|
2025
Q1 | $4.15M | Sell |
174,543
-94,071
| -35% | -$2.24M | 0.1% | 97 |
|
|
2024
Q4 | $6.25M | Sell |
268,614
-110,887
| -29% | -$2.58M | 0.14% | 78 |
|
|
2024
Q3 | $9.73M | Sell |
379,501
-137,449
| -27% | -$3.52M | 0.22% | 60 |
|
|
2024
Q2 | $11.4M | Sell |
516,950
-74,757
| -13% | -$1.65M | 0.29% | 49 |
|
|
2024
Q1 | $13.2M | Buy |
591,707
+8,609
| +1% | +$193K | 0.34% | 47 |
|
|
2023
Q4 | $13.3M | Buy |
583,098
+23,529
| +4% | +$535K | 0.37% | 43 |
|
|
2023
Q3 | $10.9M | Buy |
559,569
+97,020
| +21% | +$1.89M | 0.33% | 50 |
|
|
2023
Q2 | $9.95M | Buy |
462,549
+97,287
| +27% | +$2.09M | 0.29% | 61 |
|
|
2023
Q1 | $7.85M | Buy |
365,262
+59,670
| +20% | +$1.28M | 0.26% | 64 |
|
|
2022
Q4 | $6.46M | Buy |
305,592
+115,942
| +61% | +$2.45M | 0.23% | 72 |
|
|
2022
Q3 | $3.9M | Buy |
189,650
+111,142
| +142% | +$2.28M | 0.16% | 90 |
|
|
2022
Q2 | $1.81M | Buy |
+78,508
| New | +$1.81M | 0.07% | 134 |
|