PWM
PBMares 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 | $4.58M | Sell |
195,204
-5,209
| -3% | -$122K | 0.84% | 24 |
|
|
2025
Q1 | $4.76M | Sell |
200,413
-25,073
| -11% | -$596K | 0.95% | 22 |
|
|
2024
Q4 | $5.25M | Buy |
225,486
+7,502
| +3% | +$175K | 1.07% | 20 |
|
|
2024
Q3 | $5.59M | Buy |
217,984
+30,842
| +16% | +$791K | 1.17% | 20 |
|
|
2024
Q2 | $4.14M | Buy |
187,142
+26,642
| +17% | +$589K | 1.02% | 21 |
|
|
2024
Q1 | $3.59M | Buy |
160,500
+30,048
| +23% | +$672K | 0.93% | 22 |
|
|
2023
Q4 | $2.97M | Buy |
130,452
+40,118
| +44% | +$912K | 0.89% | 21 |
|
|
2023
Q3 | $1.76M | Buy |
90,334
+6,795
| +8% | +$133K | 0.64% | 27 |
|
|
2023
Q2 | $1.8M | Buy |
83,539
+10,117
| +14% | +$218K | 0.64% | 26 |
|
|
2023
Q1 | $1.58M | Sell |
73,422
-774
| -1% | -$16.6K | 0.59% | 29 |
|
|
2022
Q4 | $1.57M | Buy |
+74,196
| New | +$1.57M | 0.64% | 28 |
|