Integrated Wealth Concepts’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 | $3.12M | Buy |
132,994
+1,214
| +0.9% | +$28.5K | 0.03% | 482 |
|
|
2025
Q1 | $3.13M | Sell |
131,780
-460
| -0.3% | -$10.9K | 0.04% | 451 |
|
|
2024
Q4 | $3.08M | Sell |
132,240
-12,736
| -9% | -$296K | 0.04% | 425 |
|
|
2024
Q3 | $3.72M | Sell |
144,976
-35
| -0% | -$897 | 0.05% | 356 |
|
|
2024
Q2 | $3.2M | Sell |
145,011
-356,592
| -71% | -$7.88M | 0.04% | 371 |
|
|
2024
Q1 | $11.2M | Buy |
501,603
+3,244
| +0.7% | +$72.6K | 0.16% | 147 |
|
|
2023
Q4 | $11.3M | Sell |
498,359
-5,901
| -1% | -$134K | 0.19% | 131 |
|
|
2023
Q3 | $9.84M | Buy |
504,260
+7,628
| +2% | +$149K | 0.17% | 139 |
|
|
2023
Q2 | $10.7M | Buy |
496,632
+21,555
| +5% | +$464K | 0.18% | 134 |
|
|
2023
Q1 | $10.2M | Buy |
475,077
+465,545
| +4,884% | +$10M | 0.21% | 116 |
|
|
2022
Q4 | $202K | Buy |
+9,532
| New | +$202K | 0.01% | 946 |
|