Glass Jacobson Investment Advisors’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 | $2.16M | Sell |
92,113
-4,203
| -4% | -$98.6K | 0.83% | 42 |
|
|
2025
Q1 | $2.24M | Hold |
96,316
| – | – | 0.74% | 39 |
|
|
2024
Q4 | $2.24M | Buy |
96,316
+8,773
| +10% | +$204K | 0.74% | 39 |
|
|
2024
Q3 | $2.24M | Buy |
87,543
+4,989
| +6% | +$128K | 0.74% | 41 |
|
|
2024
Q2 | $1.82M | Buy |
82,554
+6,977
| +9% | +$154K | 0.66% | 46 |
|
|
2024
Q1 | $1.69M | Buy |
75,577
+8,232
| +12% | +$184K | 0.64% | 52 |
|
|
2023
Q4 | $1.53M | Buy |
67,345
+32,634
| +94% | +$742K | 0.63% | 50 |
|
|
2023
Q3 | $678K | Buy |
34,711
+7,644
| +28% | +$149K | 0.31% | 99 |
|
|
2023
Q2 | $582K | Buy |
+27,067
| New | +$582K | 0.27% | 108 |
|
|
2022
Q4 | $99K | Buy |
+4,683
| New | +$99K | 0.05% | 270 |
|