Great Oak Capital Partners’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 | $20.6M | Buy |
874,413
+55,403
| +7% | +$1.3M | 5.89% | 9 |
|
|
2025
Q1 | $18.6M | Hold |
819,010
| – | – | 6.2% | 8 |
|
|
2024
Q4 | $18.6M | Buy |
819,010
+39,808
| +5% | +$902K | 6.2% | 8 |
|
|
2024
Q3 | $19.5M | Buy |
779,202
+34,739
| +5% | +$869K | 6.74% | 7 |
|
|
2024
Q2 | $17.8M | Buy |
744,463
+227,508
| +44% | +$5.45M | 6.71% | 7 |
|
|
2024
Q1 | $11.6M | Buy |
516,955
+156,475
| +43% | +$3.5M | 5.13% | 8 |
|
|
2023
Q4 | $8.2M | Buy |
+360,480
| New | +$8.2M | 4.38% | 8 |
|