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Rockbridge Investment Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Rockbridge Investment Management’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-6,024
Closed -$139K – 223
2022
Q2 		$139K Buy
+6,024
New +$151K 0.03% 125

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BEW
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FFM
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ASI
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AP
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APC
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FMWA
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RRC
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SIG
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Rockbridge Investment Management's DFAR Position: Q3 2022 in Review

Rockbridge Investment Management sold out of Dimensional US Real Estate ETF (DFAR) in Q3 2022, closing a stake of 6,024 shares — an estimated $139K sold.

Rockbridge Investment Management first reported a position in DFAR in Q2 2022 and held it in 1 quarter. The position peaked at $139K in Q2 2022. 70 funds tracked by Wall St. Rank hold DFAR as of Q3 2022.

  • Rockbridge Investment Management reported no remaining Dimensional US Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 6,024 Dimensional US Real Estate ETF shares in Q3 2022, an estimated $139K.
  • Rockbridge Investment Management first reported a position in Dimensional US Real Estate ETF in Q2 2022 and held it in 1 quarter.
  • Rockbridge Investment Management's Dimensional US Real Estate ETF position peaked at $139K in Q2 2022.
  • 70 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.