MWM
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Meritas Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Meritas Wealth Management’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-19,992
Closed -$423K – 42
2022
Q4 		$423K Buy
+19,992
New +$424K 0.35% 31

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B
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FFM
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RK
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BEW
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IWC
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RRC
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FMWA
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Meritas Wealth Management's DFAR Position: Q1 2023 in Review

Meritas Wealth Management sold out of Dimensional US Real Estate ETF (DFAR) in Q1 2023, closing a stake of 19,992 shares — an estimated $423K sold.

Meritas Wealth Management first reported a position in DFAR in Q4 2022 and held it in 1 quarter. The position peaked at $423K in Q4 2022. 138 funds tracked by Wall St. Rank hold DFAR as of Q1 2023.

  • Meritas Wealth Management reported no remaining Dimensional US Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Meritas Wealth Management sold 19,992 Dimensional US Real Estate ETF shares in Q1 2023, an estimated $423K.
  • Meritas Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2022 and held it in 1 quarter.
  • Meritas Wealth Management's Dimensional US Real Estate ETF position peaked at $423K in Q4 2022.
  • 138 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2023.

Based on Meritas Wealth Management's 13F filing for Q1 2023, filed 5 Sep 2023.