MWA
Monograph Wealth Advisors’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 | $666K | Sell |
28,386
-2,600
| -8% | -$61K | 0.08% | 67 |
|
|
2025
Q1 | $737K | Hold |
30,986
| – | – | 0.1% | 56 |
|
|
2024
Q4 | $721K | Buy |
30,986
+443
| +1% | +$10.3K | 0.1% | 54 |
|
|
2024
Q3 | $783K | Buy |
30,543
+168
| +0.6% | +$4.31K | 0.1% | 56 |
|
|
2024
Q2 | $671K | Buy |
+30,375
| New | +$671K | 0.1% | 53 |
|