Walkner Condon Financial 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 | $517K | Sell |
22,025
-3,449
| -14% | -$80.9K | 0.1% | 154 |
|
|
2025
Q1 | $606K | Sell |
25,474
-2,224
| -8% | -$52.9K | 0.12% | 130 |
|
|
2024
Q4 | $645K | Buy |
27,698
+5,503
| +25% | +$128K | 0.13% | 131 |
|
|
2024
Q3 | $569K | Buy |
22,195
+568
| +3% | +$14.6K | 0.12% | 142 |
|
|
2024
Q2 | $478K | Sell |
21,627
-113
| -0.5% | -$2.5K | 0.1% | 148 |
|
|
2024
Q1 | $486K | Buy |
21,740
+12,443
| +134% | +$278K | 0.1% | 155 |
|
|
2023
Q4 | $211K | Buy |
+9,297
| New | +$211K | 0.05% | 254 |
|