Vestia Personal 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
$1.54M Buy
65,497
+5,212
+9% +$122K 1.05% 21
2025
Q1
$1.43M Buy
60,285
+7,655
+15% +$182K 1.13% 18
2024
Q4
$1.22M Buy
52,630
+3,413
+7% +$79.4K 1.01% 19
2024
Q3
$1.26M Buy
49,217
+3,334
+7% +$85.4K 1.19% 18
2024
Q2
$1.01M Buy
+45,883
New +$1.01M 1.08% 20