WAM
Weinberger Asset Management’s Dimensional US Real Estate ETF DFAR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.2M | Buy |
51,036
+2,377
| +5% | +$55.8K | 0.46% | 40 |
|
2025
Q1 | $1.16M | Sell |
48,659
-648
| -1% | -$15.4K | 0.5% | 39 |
|
2024
Q4 | $1.15M | Buy |
49,307
+6,401
| +15% | +$149K | 0.48% | 39 |
|
2024
Q3 | $1.1M | Buy |
42,906
+7,511
| +21% | +$193K | 0.47% | 38 |
|
2024
Q2 | $782K | Buy |
35,395
+6,796
| +24% | +$150K | 0.37% | 43 |
|
2024
Q1 | $640K | Buy |
28,599
+4,218
| +17% | +$94.4K | 0.31% | 46 |
|
2023
Q4 | $554K | Buy |
+24,381
| New | +$554K | 0.29% | 50 |
|