WPWealth’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 | $1.16M | Sell |
49,343
-11,762
| -19% | -$276K | 0.21% | 36 |
|
2025
Q1 | $1.45M | Sell |
61,105
-94
| -0.2% | -$2.23K | 0.29% | 27 |
|
2024
Q4 | $1.42M | Sell |
61,199
-6,173
| -9% | -$144K | 0.29% | 26 |
|
2024
Q3 | $1.73M | Sell |
67,372
-4,160
| -6% | -$107K | 0.36% | 20 |
|
2024
Q2 | $1.58M | Sell |
71,532
-162
| -0.2% | -$3.58K | 0.38% | 20 |
|
2024
Q1 | $1.6M | Sell |
71,694
-4,821
| -6% | -$108K | 0.41% | 20 |
|
2023
Q4 | $1.74M | Sell |
76,515
-41,178
| -35% | -$936K | 0.54% | 20 |
|
2023
Q3 | $2.3M | Sell |
117,693
-52,062
| -31% | -$1.02M | 0.88% | 15 |
|
2023
Q2 | $3.65M | Sell |
169,755
-40,622
| -19% | -$874K | 1.57% | 14 |
|
2023
Q1 | $4.52M | Sell |
210,377
-84,025
| -29% | -$1.81M | 2.09% | 9 |
|
2022
Q4 | $6.23M | Buy |
+294,402
| New | +$6.23M | 3.26% | 8 |
|