SW
Simplicity Wealth’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 | – | Sell |
-8,904
| Closed | -$212K | – | 602 |
|
|
2025
Q1 | $212K | Sell |
8,904
-3,116
| -26% | -$74.1K | 0.02% | 516 |
|
|
2024
Q4 | $280K | Sell |
12,020
-637
| -5% | -$14.8K | 0.06% | 249 |
|
|
2024
Q3 | $325K | Sell |
12,657
-387
| -3% | -$9.92K | 0.03% | 380 |
|
|
2024
Q2 | $288K | Buy |
13,044
+1,093
| +9% | +$24.2K | 0.01% | 960 |
|
|
2024
Q1 | $267K | Buy |
+11,951
| New | +$267K | 0.01% | 959 |
|