MGWA
Monument Group 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
Q1 | – | Sell |
-8,702
| Closed | -$202K | – | 53 |
|
|
2024
Q4 | $202K | Sell |
8,702
-4,928
| -36% | -$115K | 0.14% | 47 |
|
|
2024
Q3 | $349K | Sell |
13,630
-19,144
| -58% | -$491K | 0.21% | 28 |
|
|
2024
Q2 | $724K | Sell |
32,774
-86,760
| -73% | -$1.92M | 0.49% | 16 |
|
|
2024
Q1 | $2.67M | Buy |
119,534
+25,587
| +27% | +$572K | 1.98% | 8 |
|
|
2023
Q4 | $2.14M | Buy |
+93,947
| New | +$2.14M | 1.82% | 8 |
|