WCWM
Willow Creek Wealth 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 | $9.06M | Buy |
386,110
+5,412
| +1% | +$127K | 0.81% | 28 |
|
|
2025
Q1 | $9.05M | Sell |
380,698
-63,160
| -14% | -$1.5M | 0.88% | 27 |
|
|
2024
Q4 | $10.3M | Buy |
443,858
+9,953
| +2% | +$232K | 1.05% | 24 |
|
|
2024
Q3 | $11.1M | Buy |
433,905
+5,964
| +1% | +$153K | 1.17% | 24 |
|
|
2024
Q2 | $9.46M | Buy |
427,941
+17,608
| +4% | +$389K | 1.08% | 24 |
|
|
2024
Q1 | $9.18M | Sell |
410,333
-12,218
| -3% | -$273K | 1.07% | 25 |
|
|
2023
Q4 | $9.61M | Buy |
422,551
+172,018
| +69% | +$3.91M | 1.2% | 24 |
|
|
2023
Q3 | $4.89M | Buy |
250,533
+11,029
| +5% | +$215K | 0.73% | 28 |
|
|
2023
Q2 | $5.15M | Buy |
239,504
+20,194
| +9% | +$435K | 0.73% | 25 |
|
|
2023
Q1 | $4.71M | Buy |
219,310
+2,992
| +1% | +$64.3K | 0.73% | 26 |
|
|
2022
Q4 | $4.58M | Buy |
216,318
+130,861
| +153% | +$2.77M | 0.76% | 24 |
|
|
2022
Q3 | $1.76M | Buy |
85,457
+33,272
| +64% | +$684K | 0.34% | 40 |
|
|
2022
Q2 | $1.21M | Buy |
+52,185
| New | +$1.21M | 0.22% | 46 |
|