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SpringVest Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

SpringVest Wealth Management’s Portfolio DFAR Stock Details DFAR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$478K Buy
20,392
+556
+3% +$13K 0.39% 42
2025
Q1 		$472K Sell
19,836
-3,111
-14% -$73.9K 0.39% 40
2024
Q4 		$534K Buy
+22,947
New +$534K 0.46% 35