Rockwood Wealth Management’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 | $4.32M | Sell |
183,985
-14,233
| -7% | -$334K | 0.38% | 18 |
|
|
2025
Q1 | $4.71M | Sell |
198,218
-3,934
| -2% | -$93.5K | 0.48% | 16 |
|
|
2024
Q4 | $4.66M | Sell |
202,152
-14,200
| -7% | -$327K | 0.5% | 18 |
|
|
2024
Q3 | $5.55M | Sell |
216,352
-6,238
| -3% | -$160K | 0.61% | 16 |
|
|
2024
Q2 | $4.92M | Buy |
222,590
+14,781
| +7% | +$327K | 0.6% | 16 |
|
|
2024
Q1 | $4.65M | Buy |
207,809
+5,690
| +3% | +$127K | 0.6% | 16 |
|
|
2023
Q4 | $4.6M | Buy |
202,119
+82,726
| +69% | +$1.88M | 0.67% | 16 |
|
|
2023
Q3 | $2.33M | Buy |
119,393
+7,192
| +6% | +$140K | 0.39% | 18 |
|
|
2023
Q2 | $2.41M | Buy |
112,201
+20,518
| +22% | +$442K | 0.41% | 17 |
|
|
2023
Q1 | $1.97M | Buy |
91,683
+3,901
| +4% | +$83.8K | 0.39% | 19 |
|
|
2022
Q4 | $1.86M | Buy |
87,782
+34,646
| +65% | +$733K | 0.43% | 19 |
|
|
2022
Q3 | $1.09M | Buy |
+53,136
| New | +$1.09M | 0.35% | 21 |
|