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Balanced Rock Investment Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Balanced Rock Investment Advisors’s Portfolio DFGR Stock Details DFGR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.89M Buy
145,113
+51,662
+55% +$1.39M 3.06% 8
2025
Q1 		$2.45M Buy
93,451
+4,615
+5% +$121K 1.96% 17
2024
Q4 		$2.27M Buy
+88,836
New +$2.27M 1.8% 18