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

Adero Partners’s Portfolio DFGR Stock Details DFGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17,963
Closed -$459K – 222
2024
Q1 		$459K Sell
17,963
-8,191
-31% -$205K 0.03% 123
2023
Q4 		$679K Buy
26,154
+130
+0.5% +$3.05K 0.06% 90
2023
Q3 		$583K Buy
26,024
+297
+1% +$7.19K 0.06% 95
2023
Q2 		$627K Sell
25,727
-11
-0% -$268 0.06% 88
2023
Q1 		$632K Buy
+25,738
New +$650K 0.07% 89

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Adero Partners's DFGR Position: Q2 2024 in Review

Adero Partners sold out of Dimensional Global Real Estate ETF (DFGR) in Q2 2024, closing a stake of 17,963 shares — an estimated $459K sold.

Adero Partners first reported a position in DFGR in Q1 2023 and held it in 5 quarters. The position peaked at $679K in Q4 2023. 181 funds tracked by Wall St. Rank hold DFGR as of Q2 2024.

  • Adero Partners reported no remaining Dimensional Global Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Adero Partners sold 17,963 Dimensional Global Real Estate ETF shares in Q2 2024, an estimated $459K.
  • Adero Partners first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and held it in 5 quarters.
  • Adero Partners's Dimensional Global Real Estate ETF position peaked at $679K in Q4 2023.
  • 181 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2024.

Based on Adero Partners's 13F filing for Q2 2024, filed 30 Jul 2024.