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Cable Hill Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Cable Hill Partners’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
Q4 		– Sell
-33,801
Closed -$757K – 132
2023
Q3 		$757K Sell
33,801
-269,251
-89% -$6.51M 0.1% 50
2023
Q2 		$7.39M Buy
303,052
+62,833
+26% +$1.53M 0.96% 15
2023
Q1 		$5.9M Buy
240,219
+134,298
+127% +$3.39M 0.96% 14
2022
Q4 		$2.58M Buy
+105,921
New +$2.61M 0.46% 16

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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 $4.53B AUM 21.1% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Cable Hill Partners's DFGR Position: Q4 2023 in Review

Cable Hill Partners sold out of Dimensional Global Real Estate ETF (DFGR) in Q4 2023, closing a stake of 33,801 shares — an estimated $757K sold.

Cable Hill Partners first reported a position in DFGR in Q4 2022 and held it in 4 quarters. The position peaked at $7.39M in Q2 2023. 158 funds tracked by Wall St. Rank hold DFGR as of Q4 2023.

  • Cable Hill Partners reported no remaining Dimensional Global Real Estate ETF position as of Q4 2023 after selling out during the quarter.
  • Cable Hill Partners sold 33,801 Dimensional Global Real Estate ETF shares in Q4 2023, an estimated $757K.
  • Cable Hill Partners first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and held it in 4 quarters.
  • Cable Hill Partners's Dimensional Global Real Estate ETF position peaked at $7.39M in Q2 2023.
  • 158 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q4 2023.

Based on Cable Hill Partners's 13F filing for Q4 2023, filed 1 Feb 2024.