Sowell Financial Services’s Dimensional US Real Estate ETF DFAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $891K | Buy |
37,967
+954
| +3% | +$22.4K | 0.04% | 447 |
|
|
2025
Q1 | $880K | Buy |
37,013
+130
| +0.4% | +$3.09K | 0.04% | 421 |
|
|
2024
Q4 | $858K | Buy |
36,883
+610
| +2% | +$14.2K | 0.05% | 333 |
|
|
2024
Q3 | $930K | Sell |
36,273
-30,653
| -46% | -$786K | 0.04% | 350 |
|
|
2024
Q2 | $1.48M | Sell |
66,926
-416
| -0.6% | -$9.19K | 0.07% | 277 |
|
|
2024
Q1 | $1.51M | Buy |
67,342
+6,636
| +11% | +$148K | 0.07% | 278 |
|
|
2023
Q4 | $1.38M | Buy |
60,706
+2,381
| +4% | +$54.1K | 0.07% | 277 |
|
|
2023
Q3 | $1.14M | Buy |
58,325
+5,136
| +10% | +$100K | 0.07% | 290 |
|
|
2023
Q2 | $1.15M | Buy |
53,189
+536
| +1% | +$11.5K | 0.06% | 326 |
|
|
2023
Q1 | $1.13M | Buy |
52,653
+8,782
| +20% | +$189K | 0.09% | 274 |
|
|
2022
Q4 | $928K | Buy |
43,871
+23,659
| +117% | +$500K | 0.06% | 329 |
|
|
2022
Q3 | $416K | Buy |
+20,212
| New | +$416K | 0.04% | 338 |
|