SIG
Spinnaker Investment Group’s Dimensional US Real Estate ETF DFAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,998
| Closed | -$205K | – | 88 |
|
|
2023
Q4 | $205K | Sell |
8,998
-212,266
| -96% | -$4.83M | 0.06% | 81 |
|
|
2023
Q3 | $4.32M | Buy |
221,264
+5,580
| +3% | +$109K | 1.45% | 12 |
|
|
2023
Q2 | $4.67M | Buy |
215,684
+12,170
| +6% | +$263K | 1.54% | 12 |
|
|
2023
Q1 | $4.37M | Buy |
203,514
+15,445
| +8% | +$332K | 1.54% | 12 |
|
|
2022
Q4 | $3.98M | Buy |
188,069
+16,898
| +10% | +$357K | 1.41% | 15 |
|
|
2022
Q3 | $3.55M | Buy |
171,171
+13,920
| +9% | +$289K | 1.39% | 15 |
|
|
2022
Q2 | $3.63M | Buy |
157,251
+16,699
| +12% | +$386K | 1.48% | 15 |
|
|
2022
Q1 | $3.88M | Buy |
+140,552
| New | +$3.88M | 1.26% | 17 |
|