Wealth Dimensions Group, Ltd. DFAR Holdings History

Number of Shares

478,110.00

$11.36 Mil

% of Portfolio

2.71%

Total Estimate Gain

$698,902.69

% of Total Estimate Gain

6.65%

Wealth Dimensions Group, Ltd.'s Dimensional US Real Estate ETF Holding Summary

As of 2025-03-31, Wealth Dimensions Group, Ltd. held 478,110.00 shares of Dimensional US Real Estate ETF(DFAR), totaling $11.36 Mil. This investment constitutes 2.71% of their stock portfolio, and Wealth Dimensions Group, Ltd. now holds 0.86% of the outstanding Dimensional US Real Estate ETF(DFAR) stock.

The initial trade took place in 2022Q4. And since then Wealth Dimensions Group, Ltd. has made 10 purchases of DFAR, at an average price of $22.00, for a total of 478,110.00 shares. Based on historical transaction data and DFAR's current price of $23.46, Wealth Dimensions Group, Ltd.'s estimated gain on his DFAR holdings is $698,902.69, reflecting a 6.65% gain to date.

Wealth Dimensions Group, Ltd. DFAR ($23.46) Holding Chart

Wealth Dimensions Group, Ltd. DFAR ($23.46) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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