NWM
Northwest Wealth Management’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 | $370K | Sell |
15,761
-1,166
| -7% | -$27.4K | 0.07% | 125 |
|
|
2025
Q1 | $402K | Sell |
16,927
-117
| -0.7% | -$2.78K | 0.08% | 108 |
|
|
2024
Q4 | $397K | Buy |
17,044
+30
| +0.2% | +$698 | 0.08% | 107 |
|
|
2024
Q3 | $436K | Sell |
17,014
-520
| -3% | -$13.3K | 0.1% | 102 |
|
|
2024
Q2 | $388K | Sell |
17,534
-1,924
| -10% | -$42.5K | 0.1% | 104 |
|
|
2024
Q1 | $435K | Buy |
19,458
+330
| +2% | +$7.38K | 0.12% | 101 |
|
|
2023
Q4 | $435K | Buy |
19,128
+406
| +2% | +$9.23K | 0.13% | 96 |
|
|
2023
Q3 | $365K | Sell |
18,722
-149
| -0.8% | -$2.91K | 0.13% | 102 |
|
|
2023
Q2 | $406K | Buy |
18,871
+8,812
| +88% | +$190K | 0.15% | 97 |
|
|
2023
Q1 | $216K | Sell |
10,059
-68
| -0.7% | -$1.46K | 0.08% | 141 |
|
|
2022
Q4 | $214K | Buy |
+10,127
| New | +$214K | 0.09% | 130 |
|