Phillips Financial Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.4M	Sell	694,952 -54,805	-7%	-$1.32M	1.19%	23
2025 Q4	$17.2M	Buy	749,757 +53,570	+8%	+$1.25M	1.11%	23
2025 Q3	$16.6M	Buy	696,187 +68,948	+11%	+$1.63M	1.1%	23
2025 Q2	$14.7M	Buy	627,239 +25,352	+4%	+$589K	1.07%	24
2025 Q1	$14.3M	Buy	601,887 +42,722	+8%	+$1.01M	1.11%	25
2024 Q4	$13M	Buy	559,165 +87,431	+19%	+$2.16M	1.02%	27
2024 Q3	$12.1M	Buy	471,734 +35,091	+8%	+$850K	0.94%	32
2024 Q2	$9.65M	Buy	436,643 +40,341	+10%	+$866K	0.8%	32
2024 Q1	$8.87M	Buy	396,302 +35,995	+10%	+$793K	0.73%	35
2023 Q4	$8.19M	Buy	360,307 +16,876	+5%	+$346K	0.71%	36
2023 Q3	$6.7M	Buy	343,431 +56,885	+20%	+$1.21M	0.64%	38
2023 Q2	$6.17M	Buy	286,546 +44,264	+18%	+$936K	0.57%	43
2023 Q1	$5.21M	Buy	242,282 +17,640	+8%	+$388K	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%	+$1.34M	0.2%	73
2022 Q2	$771K	Buy	+33,372	New	+$835K	0.08%	88