Wescott Financial Advisory Group’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 | $245K | Hold |
10,439
| – | – | 0.02% | 156 |
|
|
2025
Q1 | $248K | Hold |
10,439
| – | – | 0.03% | 154 |
|
|
2024
Q4 | $243K | Hold |
10,439
| – | – | 0.03% | 155 |
|
|
2024
Q3 | $268K | Hold |
10,439
| – | – | 0.03% | 153 |
|
|
2024
Q2 | $231K | Hold |
10,439
| – | – | 0.03% | 156 |
|
|
2024
Q1 | $234K | Hold |
10,439
| – | – | 0.03% | 150 |
|
|
2023
Q4 | $237K | Buy |
+10,439
| New | +$237K | 0.03% | 148 |
|