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Sterling Wealth Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Sterling Wealth Advisors’s Portfolio DFAR Stock Details DFAR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.37M Sell
58,175
-8,406
-13% -$198K 0.97% 12
2025
Q1 		$1.58M Buy
66,581
+962
+1% +$22.9K 1.22% 12
2024
Q4 		$1.53M Buy
+65,619
New +$1.53M 1.2% 12