RFG Advisory’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
Q1 | – | Sell |
-81,644
| Closed | -$1.9M | – | 858 |
|
2024
Q4 | $1.9M | Sell |
81,644
-26
| -0% | -$605 | 0.05% | 263 |
|
2024
Q3 | $2.09M | Sell |
81,670
-12,286
| -13% | -$315K | 0.06% | 237 |
|
2024
Q2 | $2.08M | Sell |
93,956
-497
| -0.5% | -$11K | 0.07% | 208 |
|
2024
Q1 | $2.11M | Sell |
94,453
-1,446
| -2% | -$32.3K | 0.07% | 209 |
|
2023
Q4 | $2.18M | Buy |
95,899
+72,045
| +302% | +$1.64M | 0.09% | 184 |
|
2023
Q3 | $466K | Buy |
23,854
+2,909
| +14% | +$56.8K | 0.02% | 420 |
|
2023
Q2 | $451K | Buy |
+20,945
| New | +$451K | 0.02% | 444 |
|
2022
Q4 | – | Sell |
-66,951
| Closed | -$1.4M | – | 620 |
|
2022
Q3 | $1.4M | Buy |
+66,951
| New | +$1.4M | 0.08% | 194 |
|