Carson Wealth (CWM LLC)’s Dimensional Global Real Estate ETF DFGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Buy |
5,055
+3
| +0.1% | +$81 | ﹤0.01% | 2463 |
|
|
2025
Q1 | $133K | Sell |
5,052
-1,748
| -26% | -$46K | ﹤0.01% | 2184 |
|
|
2024
Q4 | $174K | Sell |
6,800
-2,993
| -31% | -$76.6K | ﹤0.01% | 1915 |
|
|
2024
Q3 | $283K | Sell |
9,793
-8,597
| -47% | -$248K | ﹤0.01% | 1566 |
|
|
2024
Q2 | $460K | Buy |
+18,390
| New | +$460K | ﹤0.01% | 1222 |
|
|
2024
Q1 | – | Sell |
-211
| Closed | -$5K | – | 4388 |
|
|
2023
Q4 | $5K | Sell |
211
-299
| -59% | -$7.09K | ﹤0.01% | 3493 |
|
|
2023
Q3 | $11K | Buy |
+510
| New | +$11K | ﹤0.01% | 3072 |
|