SHFA
SC&H Financial 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 | $281K | Sell |
11,964
-6,742
| -36% | -$158K | 0.05% | 122 |
|
|
2025
Q1 | $445K | Buy |
18,706
+15
| +0.1% | +$357 | 0.09% | 93 |
|
|
2024
Q4 | $435K | Buy |
18,691
+363
| +2% | +$8.45K | 0.09% | 94 |
|
|
2024
Q3 | $470K | Buy |
18,328
+61
| +0.3% | +$1.56K | 0.1% | 96 |
|
|
2024
Q2 | $404K | Buy |
18,267
+74
| +0.4% | +$1.64K | 0.1% | 98 |
|
|
2024
Q1 | $407K | Buy |
18,193
+2,362
| +15% | +$52.8K | 0.11% | 100 |
|
|
2023
Q4 | $360K | Sell |
15,831
-15,209
| -49% | -$346K | 0.1% | 102 |
|
|
2023
Q3 | $606K | Sell |
31,040
-1,389
| -4% | -$27.1K | 0.2% | 76 |
|
|
2023
Q2 | $698K | Sell |
32,429
-1,175
| -3% | -$25.3K | 0.23% | 75 |
|
|
2023
Q1 | $722K | Buy |
33,604
+2,628
| +8% | +$56.5K | 0.26% | 71 |
|
|
2022
Q4 | $655K | Buy |
+30,976
| New | +$655K | 0.27% | 72 |
|