Summit Wealth Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

Summit Wealth Group’s Portfolio DFAR Stock Details DFAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.39M	Buy
2025 Q1	$2.28M	Buy
2024 Q4	$2.21M	Buy
2024 Q3	$2.34M	Sell
2024 Q2	$2.13M	Buy
2024 Q1	$2.06M	Buy
2023 Q4	$1.99M	Buy
2023 Q3	$1.56M	Buy
2023 Q2	$1.68M	Sell
2023 Q1	$64K	Buy