SFG
Steward Financial Group’s Dimensional US Real Estate ETF DFAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.8M | Buy |
194,717
+42,729
| +28% | +$834K | 1.21% | 11 |
|
|
2023
Q2 | $3.27M | Buy |
151,988
+42,462
| +39% | +$914K | 1.04% | 10 |
|
|
2023
Q1 | $2.35M | Buy |
109,526
+27,098
| +33% | +$582K | 0.78% | 11 |
|
|
2022
Q4 | $1.74M | Buy |
82,428
+40,366
| +96% | +$854K | 0.87% | 15 |
|
|
2022
Q3 | $864K | Buy |
+42,062
| New | +$864K | 0.64% | 15 |
|