Alpha Financial Advisors
DFGR icon

Alpha Financial Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Alpha Financial Advisors’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
2023
Q4 		– Sell
-119,500
Closed -$2.68M – 45
2023
Q3 		$2.68M Buy
119,500
+24,631
+26% +$596K 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% +$711K 0.67% 17
2022
Q4 		$275K Buy
+11,259
New +$278K 0.24% 32

Other funds holding DFGR

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
JMG Financial Group
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Private Ocean
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Buckingham Strategic Wealth
Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return
Wescott Financial Advisory Group
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Alpha Financial Advisors's DFGR Position: Q4 2023 in Review

Alpha Financial Advisors sold out of Dimensional Global Real Estate ETF (DFGR) in Q4 2023, closing a stake of 119,500 shares — an estimated $2.68M sold.

Alpha Financial Advisors first reported a position in DFGR in Q4 2022 and held it in 4 quarters. The position peaked at $2.68M in Q3 2023. 158 funds tracked by Wall St. Rank hold DFGR as of Q4 2023.

  • Alpha Financial Advisors reported no remaining Dimensional Global Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Alpha Financial Advisors sold 119,500 Dimensional Global Real Estate ETF shares in Q4 2023, an estimated $2.68M.
  • Alpha Financial Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and held it in 4 quarters.
  • Alpha Financial Advisors's Dimensional Global Real Estate ETF position peaked at $2.68M in Q3 2023.
  • 158 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q4 2023.

Based on Alpha Financial Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.