LWM
Lodestone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-23,716
| Closed | -$730K | – | 155 |
|
|
2024
Q3 | $730K | Buy |
23,716
+5,119
| +28% | +$158K | 0.37% | 70 |
|
|
2024
Q2 | $535K | Buy |
18,597
+1,014
| +6% | +$29.2K | 0.28% | 87 |
|
|
2024
Q1 | $529K | Buy |
17,583
+1,440
| +9% | +$43.3K | 0.28% | 84 |
|
|
2023
Q4 | $470K | Buy |
+16,143
| New | +$470K | 0.27% | 86 |
|