Heritage Wealth Management (Texas)’s Dimensional US Real Estate ETF DFAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $247K | Sell |
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|
2025
Q2 | $286K | Sell |
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|
2025
Q1 | $355K | Sell |
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|
2024
Q4 | $433K | Buy |
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|
2024
Q3 | $470K | Sell |
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|
2024
Q2 | $426K | Buy |
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|
2024
Q1 | $428K | Sell |
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|
2023
Q4 | $456K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $207K | Sell |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $252K | Buy |
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