Elwood & Goetz Wealth Advisory Group, LLC DFAR Holdings History
Elwood & Goetz Wealth Advisory Group, LLC's Dimensional US Real Estate ETF Holding Summary
As of 2025-03-31, Elwood & Goetz Wealth Advisory Group, LLC held 2.01 Mil shares of Dimensional US Real Estate ETF(DFAR), totaling $47.88 Mil. This investment constitutes 11.7% of their stock portfolio, and Elwood & Goetz Wealth Advisory Group, LLC now holds 3.64% of the outstanding Dimensional US Real Estate ETF(DFAR) stock.
The initial trade took place in 2022Q2. And since then Elwood & Goetz Wealth Advisory Group, LLC has made 12 purchases of DFAR, at an average price of $21.97, for a total of 2.01 Mil shares. Based on historical transaction data and DFAR's current price of $23.52, Elwood & Goetz Wealth Advisory Group, LLC's estimated gain on his DFAR holdings is $3.11 Mil, reflecting a 7.04% gain to date.
Elwood & Goetz Wealth Advisory Group, LLC DFAR ($23.52) Holding Chart
Elwood & Goetz Wealth Advisory Group, LLC DFAR ($23.52) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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