AWM
Aspire Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $36.1K | Hold |
1,250
| – | – | 0.02% | 154 |
|
|
2024
Q2 | $31.2K | Hold |
1,250
| – | – | 0.02% | 146 |
|
|
2024
Q1 | $31.9K | Buy |
1,250
+97
| +8% | +$2.48K | 0.02% | 146 |
|
|
2023
Q4 | $30K | Hold |
1,153
| – | – | 0.02% | 137 |
|
|
2023
Q3 | $25.8K | Buy |
1,153
+48
| +4% | +$1.08K | 0.02% | 136 |
|
|
2023
Q2 | $27K | Buy |
1,105
+278
| +34% | +$6.78K | 0.02% | 141 |
|
|
2023
Q1 | $20.3K | Buy |
+827
| New | +$20.3K | 0.02% | 145 |
|