HWM
Hemington Wealth Management’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 | $10.5M | Sell |
448,161
-27,678
| -6% | -$649K | 1.52% | 14 |
|
2025
Q1 | $11.3M | Buy |
475,839
+269,361
| +130% | +$6.4M | 1.75% | 14 |
|
2024
Q4 | $4.8M | Buy |
206,478
+30,956
| +18% | +$720K | 1.21% | 16 |
|
2024
Q3 | $4.34M | Buy |
175,522
+42,361
| +32% | +$1.05M | 1.17% | 18 |
|
2024
Q2 | $2.94M | Buy |
133,161
+37,836
| +40% | +$836K | 0.99% | 21 |
|
2024
Q1 | $2.13M | Buy |
95,325
+56,743
| +147% | +$1.27M | 0.77% | 24 |
|
2023
Q4 | $877K | Buy |
+38,582
| New | +$877K | 0.34% | 41 |
|