Spire Wealth Management’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
2024
Q3
Sell
-6,469
Closed -$143K 2184
2024
Q2
$143K Buy
6,469
+16
+0.2% +$354 0.01% 805
2024
Q1
$144K Buy
6,453
+219
+4% +$4.9K ﹤0.01% 881
2023
Q4
$138K Buy
6,234
+3,351
+116% +$74K ﹤0.01% 897
2023
Q3
$56.3K Buy
+2,883
New +$56.3K ﹤0.01% 1134