RFP
RCS Financial Planning’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 | $1.67M | Sell |
71,146
-8,873
| -11% | -$208K | 0.83% | 26 |
|
|
2025
Q1 | $1.9M | Buy |
80,019
+940
| +1% | +$22.3K | 1% | 24 |
|
|
2024
Q4 | $1.84M | Sell |
79,079
-19,063
| -19% | -$444K | 0.98% | 25 |
|
|
2024
Q3 | $2.52M | Sell |
98,142
-462
| -0.5% | -$11.8K | 1.4% | 18 |
|
|
2024
Q2 | $2.18M | Buy |
98,604
+30,872
| +46% | +$682K | 1.28% | 19 |
|
|
2024
Q1 | $1.52M | Sell |
67,732
-14,116
| -17% | -$316K | 0.93% | 27 |
|
|
2023
Q4 | $1.86M | Buy |
81,848
+730
| +0.9% | +$16.6K | 1.22% | 17 |
|
|
2023
Q3 | $1.58M | Buy |
81,118
+11,385
| +16% | +$222K | 1.21% | 19 |
|
|
2023
Q2 | $1.5M | Buy |
69,733
+5,171
| +8% | +$111K | 1.24% | 18 |
|
|
2023
Q1 | $1.39M | Buy |
64,562
+8,979
| +16% | +$193K | 1.23% | 20 |
|
|
2022
Q4 | $1.18M | Buy |
+55,583
| New | +$1.18M | 1.14% | 21 |
|