SPWM
Straight Path Wealth Management’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 | $5.27M | Buy |
224,558
+18,091
| +9% | +$424K | 1.79% | 13 |
|
|
2025
Q1 | $4.91M | Buy |
206,467
+20,554
| +11% | +$489K | 1.99% | 13 |
|
|
2024
Q4 | $4.33M | Buy |
185,913
+8,543
| +5% | +$199K | 1.71% | 13 |
|
|
2024
Q3 | $4.55M | Buy |
177,370
+8,592
| +5% | +$220K | 1.96% | 13 |
|
|
2024
Q2 | $3.73M | Buy |
168,778
+27,920
| +20% | +$617K | 1.92% | 13 |
|
|
2024
Q1 | $3.15M | Buy |
140,858
+13,953
| +11% | +$312K | 1.77% | 14 |
|
|
2023
Q4 | $2.89M | Buy |
126,905
+20,512
| +19% | +$466K | 1.69% | 14 |
|
|
2023
Q3 | $2.08M | Buy |
106,393
+12,444
| +13% | +$243K | 1.41% | 14 |
|
|
2023
Q2 | $2.02M | Buy |
93,949
+11,435
| +14% | +$246K | 1.39% | 14 |
|
|
2023
Q1 | $1.77M | Buy |
82,514
+10,292
| +14% | +$221K | 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% | +$199K | 0.41% | 43 |
|
|
2022
Q2 | $287K | Buy |
+12,430
| New | +$287K | 0.28% | 53 |
|