Modera 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 | $354K | Buy |
15,109
+44
| +0.3% | +$1.03K | ﹤0.01% | 503 |
|
|
2025
Q1 | $358K | Sell |
15,065
-2,154
| -13% | -$51.2K | ﹤0.01% | 482 |
|
|
2024
Q4 | $401K | Buy |
+17,219
| New | +$401K | ﹤0.01% | 469 |
|
|
2024
Q2 | – | Sell |
-12,266
| Closed | -$274K | – | 576 |
|
|
2024
Q1 | $274K | Buy |
12,266
+1
| +0% | +$22 | ﹤0.01% | 497 |
|
|
2023
Q4 | $279K | Buy |
12,265
+9
| +0.1% | +$205 | ﹤0.01% | 482 |
|
|
2023
Q3 | $239K | Sell |
12,256
-528
| -4% | -$10.3K | ﹤0.01% | 492 |
|
|
2023
Q2 | $275K | Sell |
12,784
-380
| -3% | -$8.18K | 0.01% | 476 |
|
|
2023
Q1 | $283K | Sell |
13,164
-508
| -4% | -$10.9K | 0.01% | 293 |
|
|
2022
Q4 | $289K | Buy |
+13,672
| New | +$289K | 0.01% | 288 |
|