Helen Stephens Group’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 | $7.9M | Sell |
336,590
-6,505
| -2% | -$153K | 1.96% | 12 |
|
|
2025
Q1 | $8.16M | Buy |
343,095
+14,337
| +4% | +$341K | 2.31% | 11 |
|
|
2024
Q4 | $7.65M | Sell |
328,758
-51,897
| -14% | -$1.21M | 2.27% | 11 |
|
|
2024
Q3 | $9.76M | Buy |
380,655
+50,465
| +15% | +$1.29M | 2.96% | 10 |
|
|
2024
Q2 | $7.3M | Buy |
330,190
+65,037
| +25% | +$1.44M | 2.52% | 11 |
|
|
2024
Q1 | $5.93M | Buy |
265,153
+90,175
| +52% | +$2.02M | 2.29% | 14 |
|
|
2023
Q4 | $3.98M | Buy |
174,978
+26,388
| +18% | +$600K | 1.78% | 14 |
|
|
2023
Q3 | $2.9M | Buy |
148,590
+16,357
| +12% | +$319K | 1.5% | 17 |
|
|
2023
Q2 | $2.85M | Buy |
132,233
+28,263
| +27% | +$608K | 1.44% | 19 |
|
|
2023
Q1 | $2.23M | Buy |
103,970
+25,144
| +32% | +$540K | 1.16% | 23 |
|
|
2022
Q4 | $1.67M | Buy |
78,826
+64,807
| +462% | +$1.37M | 0.99% | 24 |
|
|
2022
Q3 | $288K | Buy |
+14,019
| New | +$288K | 0.2% | 53 |
|