AWM
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Aspire Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Aspire Wealth Management’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
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% +$2.43K 0.02% 146
2023
Q4 		$30K Hold
1,153
– – 0.02% 137
2023
Q3 		$25.8K Buy
1,153
+48
+4% +$1.16K 0.02% 136
2023
Q2 		$27K Buy
1,105
+278
+34% +$6.77K 0.02% 141
2023
Q1 		$20.3K Buy
+827
New +$20.9K 0.02% 145

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 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
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

Aspire Wealth Management's DFGR Position: Q3 2024 in Review

Aspire Wealth Management held its Dimensional Global Real Estate ETF (DFGR) position steady in Q3 2024 at 1,250 shares worth $36.1K. The position accounts for 0.02% of the portfolio, ranked #154.

Aspire Wealth Management first reported a position in DFGR in Q1 2023 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold DFGR as of Q3 2024.

  • Aspire Wealth Management held 1,250 shares of Dimensional Global Real Estate ETF worth $36.1K as of Q3 2024.
  • Aspire Wealth Management left its Dimensional Global Real Estate ETF share count unchanged in Q3 2024.
  • Dimensional Global Real Estate ETF made up 0.02% of Aspire Wealth Management's portfolio in Q3 2024, its #154 holding.
  • Aspire Wealth Management first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 7 quarters since.
  • 194 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.