SWA
Sax Wealth Advisors’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 | $872K | Sell |
37,163
-57,307
| -61% | -$1.34M | 0.05% | 188 |
|
|
2025
Q1 | $2.25M | Sell |
94,470
-9,183
| -9% | -$218K | 0.16% | 85 |
|
|
2024
Q4 | $2.41M | Sell |
103,653
-9,255
| -8% | -$215K | 0.19% | 65 |
|
|
2024
Q3 | $2.89M | Sell |
112,908
-1,466
| -1% | -$37.6K | 0.26% | 49 |
|
|
2024
Q2 | $2.53M | Sell |
114,374
-49,824
| -30% | -$1.1M | 0.24% | 55 |
|
|
2024
Q1 | $3.67M | Sell |
164,198
-11,030
| -6% | -$247K | 0.43% | 30 |
|
|
2023
Q4 | $3.98M | Buy |
175,228
+93,428
| +114% | +$2.12M | 0.65% | 29 |
|
|
2023
Q3 | $1.6M | Buy |
81,800
+34,628
| +73% | +$676K | 0.31% | 52 |
|
|
2023
Q2 | $1.02M | Buy |
47,172
+34,595
| +275% | +$744K | 0.2% | 65 |
|
|
2023
Q1 | $270K | Buy |
+12,577
| New | +$270K | 0.06% | 143 |
|