Phillips Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
627,239
+25,352
| +4% | +$595K | 1.07% | 24 |
|
|
2025
Q1 | $14.3M | Buy |
601,887
+42,722
| +8% | +$1.02M | 1.11% | 25 |
|
|
2024
Q4 | $13M | Buy |
559,165
+87,431
| +19% | +$2.03M | 1.02% | 27 |
|
|
2024
Q3 | $12.1M | Buy |
471,734
+35,091
| +8% | +$900K | 0.94% | 32 |
|
|
2024
Q2 | $9.65M | Buy |
436,643
+40,341
| +10% | +$892K | 0.8% | 32 |
|
|
2024
Q1 | $8.87M | Buy |
396,302
+35,995
| +10% | +$805K | 0.73% | 35 |
|
|
2023
Q4 | $8.19M | Buy |
360,307
+16,876
| +5% | +$384K | 0.71% | 36 |
|
|
2023
Q3 | $6.7M | Buy |
343,431
+56,885
| +20% | +$1.11M | 0.64% | 38 |
|
|
2023
Q2 | $6.17M | Buy |
286,546
+44,264
| +18% | +$953K | 0.57% | 43 |
|
|
2023
Q1 | $5.21M | Buy |
242,282
+17,640
| +8% | +$379K | 0.5% | 46 |
|
|
2022
Q4 | $4.75M | Buy |
224,642
+135,004
| +151% | +$2.86M | 0.48% | 47 |
|
|
2022
Q3 | $1.84M | Buy |
89,638
+56,266
| +169% | +$1.16M | 0.2% | 73 |
|
|
2022
Q2 | $771K | Buy |
+33,372
| New | +$771K | 0.08% | 88 |
|