Aegis Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.05M	Hold	78,142	–	–	1.23%	26
2025 Q1	$2.05M	Buy	78,142 +18,146	+30%	+$477K	1.21%	26
2024 Q4	$1.53M	Buy	+59,996	New	+$1.53M	1.04%	27