IWS
Integrity Wealth Solutions’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 | $3.83M | Buy |
163,458
+14,951
| +10% | +$351K | 1.87% | 17 |
|
|
2025
Q1 | $3.53M | Buy |
148,507
+13,182
| +10% | +$313K | 1.91% | 16 |
|
|
2024
Q4 | $3.15M | Buy |
135,325
+18,241
| +16% | +$424K | 1.76% | 17 |
|
|
2024
Q3 | $3M | Buy |
117,084
+9,945
| +9% | +$255K | 1.75% | 19 |
|
|
2024
Q2 | $2.37M | Buy |
107,139
+4,774
| +5% | +$106K | 1.54% | 24 |
|
|
2024
Q1 | $2.29M | Buy |
102,365
+3,186
| +3% | +$71.3K | 1.5% | 25 |
|
|
2023
Q4 | $2.26M | Buy |
+99,179
| New | +$2.26M | 1.56% | 23 |
|