Porter White Investment 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 | $996K | Buy |
42,442
+151
| +0.4% | +$3.54K | 0.46% | 22 |
|
|
2025
Q1 | $1.01M | Sell |
42,291
-1,314
| -3% | -$31.2K | 0.5% | 23 |
|
|
2024
Q4 | $1.01M | Buy |
43,605
+674
| +2% | +$15.7K | 0.51% | 20 |
|
|
2024
Q3 | $1.1M | Sell |
42,931
-413
| -1% | -$10.6K | 0.55% | 18 |
|
|
2024
Q2 | $958K | Sell |
43,344
-9,820
| -18% | -$217K | 0.51% | 18 |
|
|
2024
Q1 | $1.19M | Buy |
53,164
+3,186
| +6% | +$71.3K | 0.63% | 17 |
|
|
2023
Q4 | $1.14M | Buy |
49,978
+21,214
| +74% | +$482K | 0.71% | 17 |
|
|
2023
Q3 | $561K | Buy |
28,764
+7,823
| +37% | +$153K | 0.43% | 18 |
|
|
2023
Q2 | $451K | Buy |
20,941
+5,826
| +39% | +$125K | 0.36% | 22 |
|
|
2023
Q1 | $325K | Buy |
15,115
+2,174
| +17% | +$46.7K | 0.28% | 20 |
|
|
2022
Q4 | $274K | Buy |
+12,941
| New | +$274K | 0.24% | 19 |
|