Wealth Enhancement Advisory Services’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 | $2.58M | Buy |
109,188
+8,967
| +9% | +$212K | ﹤0.01% | 1226 |
|
2025
Q1 | $2.38M | Buy |
100,221
+14,027
| +16% | +$333K | ﹤0.01% | 1157 |
|
2024
Q4 | $2.01M | Sell |
86,194
-53
| -0.1% | -$1.23K | ﹤0.01% | 1190 |
|
2024
Q3 | $2.21M | Buy |
86,247
+16,793
| +24% | +$431K | ﹤0.01% | 1001 |
|
2024
Q2 | $1.53M | Buy |
69,454
+52,027
| +299% | +$1.15M | ﹤0.01% | 1096 |
|
2024
Q1 | $390K | Buy |
17,427
+1,125
| +7% | +$25.2K | ﹤0.01% | 1736 |
|
2023
Q4 | $371K | Buy |
16,302
+3,559
| +28% | +$80.9K | ﹤0.01% | 1683 |
|
2023
Q3 | $249K | Buy |
+12,743
| New | +$249K | ﹤0.01% | 1851 |
|