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Aspire Private Capital’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Aspire Private Capital’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
Q4 		– Sell
-1,767
Closed -$51K – 272
2024
Q3 		$51K Buy
1,767
+30
+2% +$817 0.01% 231
2024
Q2 		$43.4K Buy
1,737
+125
+8% +$3.08K 0.01% 246
2024
Q1 		$41.1K Buy
1,612
+632
+64% +$15.8K 0.01% 249
2023
Q4 		$25.5K Buy
980
+274
+39% +$6.42K 0.01% 284
2023
Q3 		$15.8K Buy
706
+220
+45% +$5.32K 0.01% 344
2023
Q2 		$11.9K Buy
+486
New +$11.8K ﹤0.01% 359

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aspire Private Capital's DFGR Position: Q4 2024 in Review

Aspire Private Capital sold out of Dimensional Global Real Estate ETF (DFGR) in Q4 2024, closing a stake of 1,767 shares — an estimated $51K sold.

Aspire Private Capital first reported a position in DFGR in Q2 2023 and held it in 6 quarters. The position peaked at $51K in Q3 2024. 243 funds tracked by Wall St. Rank hold DFGR as of Q4 2024.

  • Aspire Private Capital reported no remaining Dimensional Global Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 1,767 Dimensional Global Real Estate ETF shares in Q4 2024, an estimated $51K.
  • Aspire Private Capital first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and held it in 6 quarters.
  • Aspire Private Capital's Dimensional Global Real Estate ETF position peaked at $51K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.