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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.62M	Buy	322,096 +33,655	+12%	+$809K	2.03%	12
2025 Q4	$6.61M	Buy	288,441 +24,153	+9%	+$566K	1.78%	12
2025 Q3	$6.3M	Buy	264,288 +39,730	+18%	+$937K	1.76%	12
2025 Q2	$5.27M	Buy	224,558 +18,091	+9%	+$420K	1.79%	13
2025 Q1	$4.91M	Buy	206,467 +20,554	+11%	+$485K	1.99%	13
2024 Q4	$4.33M	Buy	185,913 +8,543	+5%	+$211K	1.71%	13
2024 Q3	$4.55M	Buy	177,370 +8,592	+5%	+$208K	1.96%	13
2024 Q2	$3.73M	Buy	168,778 +27,920	+20%	+$600K	1.92%	13
2024 Q1	$3.15M	Buy	140,858 +13,953	+11%	+$307K	1.77%	14
2023 Q4	$2.89M	Buy	126,905 +20,512	+19%	+$420K	1.69%	14
2023 Q3	$2.08M	Buy	106,393 +12,444	+13%	+$264K	1.41%	14
2023 Q2	$2.02M	Buy	93,949 +11,435	+14%	+$242K	1.39%	14
2023 Q1	$1.77M	Buy	82,514 +10,292	+14%	+$226K	1.41%	15
2022 Q4	$1.53M	Buy	72,222 +50,098	+226%	+$1.06M	1.46%	16
2022 Q3	$455K	Buy	22,124 +9,694	+78%	+$230K	0.41%	43
2022 Q2	$287K	Buy	+12,430	New	+$311K	0.28%	53