TWA
TCI Wealth Advisors’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 | $312K | Buy |
13,280
+37
| +0.3% | +$868 | 0.02% | 181 |
|
|
2025
Q1 | $315K | Buy |
13,243
+1,492
| +13% | +$35.5K | 0.03% | 165 |
|
|
2024
Q4 | $273K | Buy |
11,751
+1,269
| +12% | +$29.5K | 0.02% | 182 |
|
|
2024
Q3 | $269K | Sell |
10,482
-1,136
| -10% | -$29.1K | 0.02% | 196 |
|
|
2024
Q2 | $257K | Buy |
11,618
+5
| +0% | +$111 | 0.02% | 192 |
|
|
2024
Q1 | $260K | Sell |
11,613
-139
| -1% | -$3.11K | 0.03% | 183 |
|
|
2023
Q4 | $267K | Buy |
+11,752
| New | +$267K | 0.03% | 172 |
|
|
2023
Q3 | – | Sell |
-9,499
| Closed | -$204K | – | 196 |
|
|
2023
Q2 | $204K | Buy |
9,499
+1,009
| +12% | +$21.7K | 0.03% | 185 |
|
|
2023
Q1 | $182K | Buy |
8,490
+1,034
| +14% | +$22.2K | 0.02% | 195 |
|
|
2022
Q4 | $158K | Buy |
7,456
+2,345
| +46% | +$49.6K | 0.02% | 199 |
|
|
2022
Q3 | $105K | Buy |
+5,111
| New | +$105K | 0.02% | 240 |
|