SAM
Satovsky Asset 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 | $9.36M | Buy |
398,941
+9,815
| +3% | +$230K | 1.99% | 11 |
|
|
2025
Q1 | $9.25M | Buy |
389,126
+1,109
| +0.3% | +$26.4K | 2.07% | 11 |
|
|
2024
Q4 | $9.03M | Sell |
388,017
-3,290
| -0.8% | -$76.6K | 2.07% | 10 |
|
|
2024
Q3 | $10M | Buy |
391,307
+5,379
| +1% | +$138K | 2.26% | 10 |
|
|
2024
Q2 | $8.53M | Buy |
385,928
+245,188
| +174% | +$5.42M | 2.05% | 10 |
|
|
2024
Q1 | $3.15M | Buy |
140,740
+8,149
| +6% | +$182K | 0.92% | 13 |
|
|
2023
Q4 | $3.02M | Sell |
132,591
-690
| -0.5% | -$15.7K | 0.94% | 13 |
|
|
2023
Q3 | $2.6M | Sell |
133,281
-7,607
| -5% | -$148K | 0.88% | 13 |
|
|
2023
Q2 | $3.03M | Sell |
140,888
-210,807
| -60% | -$4.54M | 1.02% | 13 |
|
|
2023
Q1 | $7.56M | Buy |
351,695
+32,468
| +10% | +$698K | 2.81% | 9 |
|
|
2022
Q4 | $6.75M | Buy |
319,227
+209,553
| +191% | +$4.43M | 2.8% | 8 |
|
|
2022
Q3 | $2.26M | Buy |
109,674
+94,789
| +637% | +$1.95M | 1.3% | 10 |
|
|
2022
Q2 | $346K | Buy |
+14,885
| New | +$346K | 0.2% | 23 |
|