Grand 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 | $3.67M | Sell |
156,559
-2,599
| -2% | -$61K | 1.89% | 12 |
|
|
2025
Q1 | $3.78M | Buy |
159,158
+16,503
| +12% | +$392K | 2.08% | 12 |
|
|
2024
Q4 | $3.32M | Buy |
142,655
+27,971
| +24% | +$651K | 1.85% | 13 |
|
|
2024
Q3 | $2.94M | Buy |
114,684
+4,690
| +4% | +$120K | 1.66% | 11 |
|
|
2024
Q2 | $2.43M | Sell |
109,994
-26,148
| -19% | -$578K | 1.44% | 12 |
|
|
2024
Q1 | $3.05M | Buy |
136,142
+20,043
| +17% | +$448K | 1.45% | 13 |
|
|
2023
Q4 | $2.64M | Sell |
116,099
-1,936
| -2% | -$44K | 1.43% | 15 |
|
|
2023
Q3 | $2.3M | Buy |
118,035
+6,695
| +6% | +$131K | 1.41% | 16 |
|
|
2023
Q2 | $2.4M | Buy |
111,340
+4,405
| +4% | +$94.8K | 1.42% | 16 |
|
|
2023
Q1 | $2.3M | Buy |
106,935
+17,494
| +20% | +$376K | 1.38% | 17 |
|
|
2022
Q4 | $1.89M | Buy |
89,441
+59,393
| +198% | +$1.26M | 1.18% | 19 |
|
|
2022
Q3 | $618K | Buy |
30,048
+12,005
| +67% | +$247K | 0.32% | 27 |
|
|
2022
Q2 | $417K | Buy |
18,043
+15,691
| +667% | +$363K | 0.21% | 31 |
|
|
2022
Q1 | $64K | Buy |
+2,352
| New | +$64K | 0.03% | 44 |
|