Heritage Wealth Management (California)’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 | $896K | Buy |
38,171
+1,385
| +4% | +$32.5K | 0.6% | 40 |
|
|
2025
Q1 | $874K | Sell |
36,786
-75
| -0.2% | -$1.78K | 0.66% | 38 |
|
|
2024
Q4 | $858K | Buy |
36,861
+221
| +0.6% | +$5.14K | 0.62% | 38 |
|
|
2024
Q3 | $939K | Sell |
36,640
-1,138
| -3% | -$29.2K | 0.67% | 35 |
|
|
2024
Q2 | $835K | Buy |
37,778
+821
| +2% | +$18.1K | 0.61% | 34 |
|
|
2024
Q1 | $827K | Sell |
36,957
-3,754
| -9% | -$84K | 0.62% | 34 |
|
|
2023
Q4 | $926K | Buy |
+40,711
| New | +$926K | 0.74% | 27 |
|