Physician Wealth Advisors’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 | $275K | Sell |
11,720
-258
| -2% | -$6.05K | 0.04% | 147 |
|
2025
Q1 | $285K | Buy |
11,978
+598
| +5% | +$14.2K | 0.05% | 142 |
|
2024
Q4 | $265K | Sell |
11,380
-101
| -0.9% | -$2.35K | 0.04% | 149 |
|
2024
Q3 | $291K | Buy |
11,481
+1,520
| +15% | +$38.6K | 0.05% | 136 |
|
2024
Q2 | $233K | Sell |
9,961
-290
| -3% | -$6.8K | 0.04% | 157 |
|
2024
Q1 | $211K | Buy |
+10,251
| New | +$211K | 0.04% | 162 |
|