Sax Wealth Advisors’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
Q3 | $666K | Sell |
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|
2025
Q2 | $872K | Sell |
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|
2025
Q1 | $2.25M | Sell |
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|
2024
Q4 | $2.41M | Sell |
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|
2024
Q3 | $2.89M | Sell |
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|
2024
Q2 | $2.53M | Sell |
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|
2024
Q1 | $3.67M | Sell |
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|
2023
Q4 | $3.98M | Buy |
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $270K | Buy |
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