AWP
Abacus Wealth Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Sell |
24,037
-5,818
| -19% | -$156K | 0.1% | 46 |
|
|
2025
Q1 | $784K | Sell |
29,855
-6,617
| -18% | -$174K | 0.12% | 32 |
|
|
2024
Q4 | $931K | Buy |
36,472
+2,926
| +9% | +$74.7K | 0.14% | 31 |
|
|
2024
Q3 | $968K | Buy |
33,546
+2,503
| +8% | +$72.2K | 0.15% | 31 |
|
|
2024
Q2 | $776K | Buy |
31,043
+12,258
| +65% | +$306K | 0.13% | 33 |
|
|
2024
Q1 | $480K | Sell |
18,785
-3,679
| -16% | -$93.9K | 0.08% | 48 |
|
|
2023
Q4 | $584K | Buy |
22,464
+8,770
| +64% | +$228K | 0.1% | 37 |
|
|
2023
Q3 | $307K | Buy |
+13,694
| New | +$307K | 0.1% | 55 |
|
|
2023
Q1 | – | Sell |
-190,207
| Closed | -$4.64M | – | 91 |
|
|
2022
Q4 | $4.64M | Buy |
+190,207
| New | +$4.64M | 1.65% | 12 |
|