Abacus Wealth Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$653K	Sell	24,581 -2,724	-10%	-$74.7K	0.06%	166
2025 Q4	$721K	Buy	27,305 +476	+2%	+$12.8K	0.07%	147
2025 Q3	$733K	Buy	26,829 +2,792	+12%	+$75.6K	0.11%	43
2025 Q2	$645K	Sell	24,037 -5,818	-19%	-$153K	0.1%	46
2025 Q1	$784K	Sell	29,855 -6,617	-18%	-$172K	0.12%	32
2024 Q4	$931K	Buy	36,472 +2,926	+9%	+$80.3K	0.14%	31
2024 Q3	$968K	Buy	33,546 +2,503	+8%	+$68.2K	0.15%	31
2024 Q2	$776K	Buy	31,043 +12,258	+65%	+$302K	0.13%	33
2024 Q1	$480K	Sell	18,785 -3,679	-16%	-$92.3K	0.08%	48
2023 Q4	$584K	Buy	22,464 +8,770	+64%	+$206K	0.1%	37
2023 Q3	$307K	Buy	+13,694	New	+$331K	0.1%	55
2023 Q1	–	Sell	-190,207	Closed	-$4.64M	–	91
2022 Q4	$4.64M	Buy	+190,207	New	+$4.69M	1.65%	12