AFA
Alpha Financial Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-119,500
| Closed | -$2.68M | – | 45 |
|
|
2023
Q3 | $2.68M | Buy |
119,500
+24,631
| +26% | +$552K | 1.7% | 13 |
|
|
2023
Q2 | $2.31M | Buy |
94,869
+55,471
| +141% | +$1.35M | 1.45% | 13 |
|
|
2023
Q1 | $967K | Buy |
39,398
+28,139
| +250% | +$691K | 0.67% | 17 |
|
|
2022
Q4 | $275K | Buy |
+11,259
| New | +$275K | 0.24% | 32 |
|