Morton Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,914
| Closed | -$219K | – | 112 |
|
|
2024
Q2 | $219K | Sell |
9,914
-1,674
| -14% | -$37K | 0.05% | 92 |
|
|
2024
Q1 | $259K | Sell |
11,588
-6,053
| -34% | -$135K | 0.07% | 85 |
|
|
2023
Q4 | $401K | Sell |
17,641
-616
| -3% | -$14K | 0.12% | 66 |
|
|
2023
Q3 | $356K | Sell |
18,257
-539
| -3% | -$10.5K | 0.13% | 64 |
|
|
2023
Q2 | $404K | Sell |
18,796
-2,403
| -11% | -$51.7K | 0.14% | 64 |
|
|
2023
Q1 | $456K | Buy |
21,199
+384
| +2% | +$8.25K | 0.16% | 59 |
|
|
2022
Q4 | $440K | Buy |
20,815
+502
| +2% | +$10.6K | 0.17% | 54 |
|
|
2022
Q3 | $418K | Buy |
+20,313
| New | +$418K | 0.19% | 52 |
|