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MBL Wealth’s Dimensional US Real Estate ETF DFAR Stock Holding History

MBL Wealth’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-19,230
Closed -$407K – 166
2022
Q4 		$407K Sell
19,230
-12,685
-40% -$268K 0.08% 115
2022
Q3 		$656K Buy
+31,915
New +$656K 0.14% 81