LWM
Lakeridge Wealth Management’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 | $698K | Sell |
29,745
-477
| -2% | -$11.2K | 0.32% | 54 |
|
|
2025
Q1 | $718K | Buy |
30,222
+2,460
| +9% | +$58.5K | 0.36% | 52 |
|
|
2024
Q4 | $646K | Buy |
27,762
+5,392
| +24% | +$125K | 0.33% | 58 |
|
|
2024
Q3 | $574K | Buy |
22,370
+1,710
| +8% | +$43.8K | 0.32% | 70 |
|
|
2024
Q2 | $457K | Buy |
20,660
+2,430
| +13% | +$53.7K | 0.27% | 75 |
|
|
2024
Q1 | $408K | Buy |
18,230
+2,940
| +19% | +$65.8K | 0.26% | 72 |
|
|
2023
Q4 | $348K | Buy |
+15,290
| New | +$348K | 0.25% | 82 |
|