SAG
SageView Advisory Group’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 | $1.88M | Buy |
80,038
+522
| +0.7% | +$12.3K | 0.07% | 147 |
|
|
2025
Q1 | $1.89M | Sell |
79,516
-412
| -0.5% | -$9.79K | 0.08% | 135 |
|
|
2024
Q4 | $1.86M | Buy |
79,928
+1,792
| +2% | +$41.7K | 0.08% | 130 |
|
|
2024
Q3 | $2M | Sell |
78,136
-3,154
| -4% | -$80.9K | 0.1% | 111 |
|
|
2024
Q2 | $1.8M | Buy |
81,290
+760
| +0.9% | +$16.8K | 0.08% | 139 |
|
|
2024
Q1 | $1.8M | Buy |
80,530
+291
| +0.4% | +$6.51K | 0.09% | 121 |
|
|
2023
Q4 | $1.75M | Buy |
80,239
+660
| +0.8% | +$14.4K | 0.08% | 163 |
|
|
2023
Q3 | $1.55M | Buy |
79,579
+3,632
| +5% | +$70.9K | 0.09% | 137 |
|
|
2023
Q2 | $1.63M | Buy |
75,947
+723
| +1% | +$15.6K | 0.09% | 140 |
|
|
2023
Q1 | $1.62M | Buy |
75,224
+2,873
| +4% | +$61.7K | 0.1% | 131 |
|
|
2022
Q4 | $1.53M | Buy |
+72,351
| New | +$1.53M | 0.12% | 116 |
|