Jentner Corp’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 | $365K | Sell |
15,558
-2,512
| -14% | -$58.9K | 0.1% | 44 |
|
|
2025
Q1 | $430K | Sell |
18,070
-12,686
| -41% | -$302K | 0.13% | 37 |
|
|
2024
Q4 | $716K | Sell |
30,756
-32,980
| -52% | -$767K | 0.21% | 31 |
|
|
2024
Q3 | $1.63M | Sell |
63,736
-3,444
| -5% | -$88.3K | 0.5% | 15 |
|
|
2024
Q2 | $1.48M | Sell |
67,180
-27,571
| -29% | -$609K | 0.49% | 14 |
|
|
2024
Q1 | $2.12M | Sell |
94,751
-1,364
| -1% | -$30.5K | 0.74% | 12 |
|
|
2023
Q4 | $2.19M | Sell |
96,115
-101,495
| -51% | -$2.31M | 0.84% | 12 |
|
|
2023
Q3 | $3.86M | Buy |
197,610
+43,003
| +28% | +$839K | 2.4% | 6 |
|
|
2023
Q2 | $3.33M | Buy |
154,607
+58,999
| +62% | +$1.27M | 2.08% | 5 |
|
|
2023
Q1 | $2.05M | Buy |
95,608
+59,298
| +163% | +$1.27M | 1.4% | 9 |
|
|
2022
Q4 | $768K | Buy |
+36,310
| New | +$768K | 0.57% | 18 |
|