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DFGR icon

BetterWealth’s Dimensional Global Real Estate ETF DFGR Stock Holding History

BetterWealth’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
Q1 		– Sell
-171,433
Closed -$4.45M – 65
2023
Q4 		$4.45M Buy
+171,433
New +$4.02M 1.52% 13

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

BetterWealth's DFGR Position: Q1 2024 in Review

BetterWealth sold out of Dimensional Global Real Estate ETF (DFGR) in Q1 2024, closing a stake of 171,433 shares — an estimated $4.45M sold.

BetterWealth first reported a position in DFGR in Q4 2023 and held it in 1 quarter. The position peaked at $4.45M in Q4 2023. 161 funds tracked by Wall St. Rank hold DFGR as of Q1 2024.

  • BetterWealth reported no remaining Dimensional Global Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • BetterWealth sold 171,433 Dimensional Global Real Estate ETF shares in Q1 2024, an estimated $4.45M.
  • BetterWealth first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • BetterWealth's Dimensional Global Real Estate ETF position peaked at $4.45M in Q4 2023.
  • 161 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2024.

Based on BetterWealth's 13F filing for Q1 2024, filed 19 Apr 2024.