Capstone Wealth Management (Alabama)’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
$402K Buy
15,001
+4,847
+48% +$130K 0.35% 32
2025
Q1
$267K Buy
10,154
+1,327
+15% +$34.8K 0.27% 41
2024
Q4
$225K Buy
+8,827
New +$225K 0.22% 43