SWG
Summit Wealth Group’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 | $2.39M | Buy |
101,704
+5,729
| +6% | +$134K | 0.61% | 33 |
|
|
2025
Q1 | $2.28M | Buy |
95,975
+804
| +0.8% | +$19.1K | 0.67% | 30 |
|
|
2024
Q4 | $2.22M | Buy |
95,171
+3,755
| +4% | +$87.4K | 0.64% | 30 |
|
|
2024
Q3 | $2.34M | Sell |
91,416
-4,724
| -5% | -$121K | 0.68% | 30 |
|
|
2024
Q2 | $2.13M | Buy |
96,140
+3,807
| +4% | +$84.1K | 0.64% | 30 |
|
|
2024
Q1 | $2.07M | Buy |
92,333
+4,746
| +5% | +$106K | 1.41% | 14 |
|
|
2023
Q4 | $1.99M | Buy |
87,587
+7,521
| +9% | +$171K | 1.56% | 13 |
|
|
2023
Q3 | $1.56M | Buy |
80,066
+2,148
| +3% | +$41.9K | 1.39% | 12 |
|
|
2023
Q2 | $1.68M | Sell |
77,918
-1,297,270
| -94% | -$27.9M | 0.68% | 24 |
|
|
2023
Q1 | $64K | Buy |
+1,375,188
| New | +$64K | 1.53% | 15 |
|