Allworth Financial’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 | $374K | Sell |
13,951
-1,982
| -12% | -$53.2K | ﹤0.01% | 924 |
|
2025
Q1 | $412K | Sell |
15,933
-2,545
| -14% | -$65.8K | ﹤0.01% | 729 |
|
2024
Q4 | $474K | Buy |
18,478
+4,078
| +28% | +$105K | ﹤0.01% | 699 |
|
2024
Q3 | $416K | Sell |
14,400
-83
| -0.6% | -$2.4K | ﹤0.01% | 626 |
|
2024
Q2 | $381K | Buy |
14,483
+2,292
| +19% | +$60.3K | ﹤0.01% | 635 |
|
2024
Q1 | $311K | Buy |
12,191
+5,266
| +76% | +$134K | ﹤0.01% | 659 |
|
2023
Q4 | $180K | Buy |
+6,925
| New | +$180K | ﹤0.01% | 756 |
|