Mission Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
+12,101
| New | +$284K | 0.01% | 565 |
|
|
2025
Q1 | – | Sell |
-10,071
| Closed | -$234K | – | 636 |
|
|
2024
Q4 | $234K | Buy |
10,071
+14
| +0.1% | +$326 | 0.01% | 562 |
|
|
2024
Q3 | $258K | Sell |
10,057
-499
| -5% | -$12.8K | 0.01% | 550 |
|
|
2024
Q2 | $233K | Sell |
10,556
-2,631
| -20% | -$58.1K | 0.01% | 552 |
|
|
2024
Q1 | $295K | Buy |
13,187
+93
| +0.7% | +$2.08K | 0.01% | 529 |
|
|
2023
Q4 | $298K | Buy |
+13,094
| New | +$298K | 0.01% | 453 |
|
|
2022
Q4 | – | Sell |
-10,230
| Closed | -$210K | – | 497 |
|
|
2022
Q3 | $210K | Buy |
+10,230
| New | +$210K | 0.01% | 439 |
|