SFP
Sterling Financial Planning’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 | $1.09M | Buy |
46,375
+2,238
| +5% | +$52.5K | 0.36% | 50 |
|
|
2025
Q1 | $1.05M | Buy |
44,137
+2,970
| +7% | +$70.6K | 0.38% | 50 |
|
|
2024
Q4 | $958K | Buy |
41,167
+48
| +0.1% | +$1.12K | 0.35% | 50 |
|
|
2024
Q3 | $1.05M | Sell |
41,119
-913
| -2% | -$23.4K | 0.39% | 50 |
|
|
2024
Q2 | $929K | Buy |
42,032
+2,618
| +7% | +$57.9K | 0.38% | 52 |
|
|
2024
Q1 | $882K | Sell |
39,414
-11,117
| -22% | -$249K | 0.36% | 54 |
|
|
2023
Q4 | $1.15M | Buy |
50,531
+12,358
| +32% | +$281K | 0.5% | 50 |
|
|
2023
Q3 | $745K | Buy |
38,173
+9,242
| +32% | +$180K | 0.38% | 49 |
|
|
2023
Q2 | $623K | Buy |
28,931
+1,610
| +6% | +$34.6K | 0.31% | 52 |
|
|
2023
Q1 | $587K | Buy |
27,321
+790
| +3% | +$17K | 0.32% | 54 |
|
|
2022
Q4 | $561K | Buy |
+26,531
| New | +$561K | 0.33% | 54 |
|