Bay Harbor Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $760K | Buy |
28,336
+1,451
| +5% | +$38.9K | 0.22% | 39 |
|
|
2025
Q1 | $706K | Buy |
26,885
+1,959
| +8% | +$51.4K | 0.22% | 38 |
|
|
2024
Q4 | $637K | Buy |
24,926
+3,488
| +16% | +$89.1K | 0.21% | 36 |
|
|
2024
Q3 | $619K | Buy |
21,438
+3,290
| +18% | +$94.9K | 0.2% | 35 |
|
|
2024
Q2 | $454K | Buy |
18,148
+4,636
| +34% | +$116K | 0.16% | 39 |
|
|
2024
Q1 | $345K | Buy |
13,512
+2,179
| +19% | +$55.6K | 0.12% | 41 |
|
|
2023
Q4 | $294K | Buy |
+11,333
| New | +$294K | 0.11% | 42 |
|