RWM
Ruedi Wealth Management’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 | $3.89M | Sell |
165,954
-12,603
| -7% | -$296K | 1.16% | 16 |
|
|
2025
Q1 | $4.24M | Buy |
178,557
+12,089
| +7% | +$287K | 1.33% | 16 |
|
|
2024
Q4 | $3.87M | Sell |
166,468
-6,343
| -4% | -$148K | 1.22% | 17 |
|
|
2024
Q3 | $4.43M | Sell |
172,811
-12,423
| -7% | -$319K | 1.52% | 17 |
|
|
2024
Q2 | $4.09M | Buy |
185,234
+7,572
| +4% | +$167K | 1.61% | 16 |
|
|
2024
Q1 | $3.97M | Buy |
177,662
+167
| +0.1% | +$3.74K | 1.67% | 14 |
|
|
2023
Q4 | $4.04M | Buy |
177,495
+30,035
| +20% | +$683K | 1.9% | 13 |
|
|
2023
Q3 | $2.88M | Buy |
147,460
+24,627
| +20% | +$481K | 1.65% | 14 |
|
|
2023
Q2 | $2.64M | Buy |
122,833
+21,807
| +22% | +$469K | 1.55% | 14 |
|
|
2023
Q1 | $2.17M | Buy |
101,026
+5,900
| +6% | +$127K | 1.39% | 14 |
|
|
2022
Q4 | $2.04M | Buy |
+95,126
| New | +$2.04M | 1.44% | 14 |
|