Heritage Wealth Management (Texas)’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 | $286K | Sell |
12,195
-2,739
| -18% | -$64.3K | 0.14% | 28 |
|
|
2025
Q1 | $355K | Sell |
14,934
-3,659
| -20% | -$87K | 0.21% | 26 |
|
|
2024
Q4 | $433K | Buy |
18,593
+255
| +1% | +$5.93K | 0.25% | 22 |
|
|
2024
Q3 | $470K | Sell |
18,338
-928
| -5% | -$23.8K | 0.27% | 24 |
|
|
2024
Q2 | $426K | Buy |
19,266
+120
| +0.6% | +$2.65K | 0.27% | 25 |
|
|
2024
Q1 | $428K | Sell |
19,146
-895
| -4% | -$20K | 0.28% | 25 |
|
|
2023
Q4 | $456K | Buy |
+20,041
| New | +$456K | 0.32% | 25 |
|
|
2023
Q3 | – | Sell |
-9,638
| Closed | -$207K | – | 27 |
|
|
2023
Q2 | $207K | Sell |
9,638
-1,570
| -14% | -$33.8K | 0.18% | 25 |
|
|
2023
Q1 | $241K | Sell |
11,208
-685
| -6% | -$14.7K | 0.23% | 23 |
|
|
2022
Q4 | $252K | Buy |
+11,893
| New | +$252K | 0.26% | 25 |
|