JMG Financial Group’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 | $1.51M | Sell |
64,510
-756
| -1% | -$17.7K | 0.05% | 60 |
|
|
2025
Q1 | $1.55M | Hold |
65,266
| – | – | 0.05% | 55 |
|
|
2024
Q4 | $1.52M | Sell |
65,266
-2,088
| -3% | -$48.6K | 0.05% | 55 |
|
|
2024
Q3 | $1.73M | Buy |
67,354
+116
| +0.2% | +$2.97K | 0.06% | 53 |
|
|
2024
Q2 | $1.49M | Hold |
67,238
| – | – | 0.06% | 53 |
|
|
2024
Q1 | $1.5M | Buy |
67,238
+8,713
| +15% | +$195K | 0.06% | 57 |
|
|
2023
Q4 | $1.33M | Buy |
58,525
+44,181
| +308% | +$1M | 0.06% | 60 |
|
|
2023
Q3 | $280K | Hold |
14,344
| – | – | 0.01% | 96 |
|
|
2023
Q2 | $309K | Hold |
14,344
| – | – | 0.01% | 97 |
|
|
2023
Q1 | $308K | Buy |
+14,344
| New | +$308K | 0.02% | 95 |
|