MWM
Melfa 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 | $416K | Hold |
17,729
| – | – | 0.26% | 94 |
|
|
2025
Q1 | $421K | Hold |
17,729
| – | – | 0.28% | 91 |
|
|
2024
Q4 | $413K | Hold |
17,729
| – | – | 0.28% | 96 |
|
|
2024
Q3 | $455K | Sell |
17,729
-300
| -2% | -$7.69K | 0.3% | 91 |
|
|
2024
Q2 | $398K | Sell |
18,029
-2,000
| -10% | -$44.2K | 0.28% | 96 |
|
|
2024
Q1 | $448K | Buy |
+20,029
| New | +$448K | 0.32% | 79 |
|