Tortoise Investment Management’s Dimensional US Real Estate ETF DFAR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Hold |
12,427
| – | – | 0.03% | 182 |
|
|
2025
Q1 | $295K | Buy |
12,427
+420
| +3% | +$9.98K | 0.03% | 171 |
|
|
2024
Q4 | $279K | Sell |
12,007
-1,860
| -13% | -$43.3K | 0.03% | 192 |
|
|
2024
Q3 | $356K | Buy |
13,867
+1,875
| +16% | +$48.1K | 0.04% | 171 |
|
|
2024
Q2 | $265K | Buy |
11,992
+712
| +6% | +$15.7K | 0.03% | 189 |
|
|
2024
Q1 | $252K | Sell |
11,280
-44
| -0.4% | -$984 | 0.03% | 192 |
|
|
2023
Q4 | $258K | Buy |
11,324
+1,670
| +17% | +$38K | 0.03% | 185 |
|
|
2023
Q3 | $188K | Buy |
9,654
+230
| +2% | +$4.49K | 0.03% | 198 |
|
|
2023
Q2 | $203K | Buy |
+9,424
| New | +$203K | 0.03% | 193 |
|