U.S. Capital Wealth Advisors’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 | $349K | Sell |
14,888
-300
| -2% | -$7.04K | 0.01% | 681 |
|
|
2025
Q1 | $361K | Sell |
15,188
-1,400
| -8% | -$33.3K | 0.01% | 653 |
|
|
2024
Q4 | $386K | Sell |
16,588
-2,000
| -11% | -$46.5K | 0.01% | 619 |
|
|
2024
Q3 | $477K | Sell |
18,588
-1,000
| -5% | -$25.6K | 0.02% | 486 |
|
|
2024
Q2 | $433K | Sell |
19,588
-14,723
| -43% | -$325K | 0.02% | 485 |
|
|
2024
Q1 | $768K | Buy |
34,311
+19,300
| +129% | +$432K | 0.03% | 390 |
|
|
2023
Q4 | $341K | Buy |
15,011
+1,082
| +8% | +$24.6K | 0.01% | 527 |
|
|
2023
Q3 | $272K | Hold |
13,929
| – | – | 0.01% | 540 |
|
|
2023
Q2 | $300K | Buy |
13,929
+706
| +5% | +$15.2K | 0.01% | 531 |
|
|
2023
Q1 | $284K | Buy |
13,223
+703
| +6% | +$15.1K | 0.01% | 552 |
|
|
2022
Q4 | $265K | Buy |
+12,520
| New | +$265K | 0.01% | 557 |
|