Advisory Services & Investments’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Advisory Services & Investments’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 Q3	$6.56M	Sell	227,220 -3,591	-2%	-$97.8K	4.46%	9
2024 Q2	$5.77M	Buy	230,811 +7,241	+3%	+$178K	4.01%	10
2024 Q1	$5.71M	Buy	223,570 +11,366	+5%	+$285K	3.94%	11
2023 Q4	$5.51M	Sell	212,204 -2,520	-1%	-$59.1K	4.07%	10
2023 Q3	$4.81M	Buy	214,724 +111,452	+108%	+$2.7M	4.23%	10
2023 Q2	$2.52M	Buy	103,272 +30,223	+41%	+$736K	2.08%	14
2023 Q1	$1.79M	Buy	73,049 +20,337	+39%	+$514K	1.63%	14
2022 Q4	$1.29M	Buy	+52,712	New	+$1.3M	1.28%	15

Other funds holding DFGR

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return