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Belpointe Asset Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-42
Closed -$1.03K – 1231
2023
Q1 		$1.03K Hold
42
– – ﹤0.01% 3471
2022
Q4 		$1.02K Buy
+42
New +$1.04K ﹤0.01% 3430

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $517M AUM 16.68% 1-Year Est. Return

Belpointe Asset Management's DFGR Position: Q2 2023 in Review

Belpointe Asset Management sold out of Dimensional Global Real Estate ETF (DFGR) in Q2 2023, closing a stake of 42 shares — an estimated $1.03K sold.

Belpointe Asset Management first reported a position in DFGR in Q4 2022 and held it in 2 quarters. The position peaked at $1.03K in Q1 2023. 95 funds tracked by Wall St. Rank hold DFGR as of Q2 2023.

  • Belpointe Asset Management reported no remaining Dimensional Global Real Estate ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 42 Dimensional Global Real Estate ETF shares in Q2 2023, an estimated $1.03K.
  • Belpointe Asset Management first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Dimensional Global Real Estate ETF position peaked at $1.03K in Q1 2023.
  • 95 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.