SageView Advisory Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.96M	Buy	85,706 +4,543	+6%	+$106K	0.07%	150
2025 Q3	$1.94M	Buy	81,163 +1,125	+1%	+$26.5K	0.07%	159
2025 Q2	$1.88M	Buy	80,038 +522	+0.7%	+$12.1K	0.07%	147
2025 Q1	$1.89M	Sell	79,516 -412	-0.5%	-$9.72K	0.08%	135
2024 Q4	$1.86M	Buy	79,928 +1,792	+2%	+$44.4K	0.08%	130
2024 Q3	$2M	Sell	78,136 -3,154	-4%	-$76.4K	0.1%	111
2024 Q2	$1.8M	Buy	81,290 +760	+0.9%	+$16.3K	0.08%	139
2024 Q1	$1.8M	Buy	80,530 +291	+0.4%	+$6.41K	0.09%	121
2023 Q4	$1.75M	Buy	80,239 +660	+0.8%	+$13.5K	0.08%	163
2023 Q3	$1.55M	Buy	79,579 +3,632	+5%	+$77K	0.09%	137
2023 Q2	$1.63M	Buy	75,947 +723	+1%	+$15.3K	0.09%	140
2023 Q1	$1.62M	Buy	75,224 +2,873	+4%	+$63.2K	0.1%	131
2022 Q4	$1.53M	Buy	+72,351	New	+$1.53M	0.12%	116