CTWM
Cherry Tree Wealth Management’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 | $3.5M | Buy |
130,629
+3,423
| +3% | +$91.8K | 0.81% | 36 |
|
|
2025
Q1 | $3.34M | Buy |
127,206
+2,416
| +2% | +$63.4K | 0.81% | 35 |
|
|
2024
Q4 | $3.19M | Buy |
124,790
+4,338
| +4% | +$111K | 0.79% | 38 |
|
|
2024
Q3 | $3.48M | Buy |
120,452
+33,676
| +39% | +$972K | 0.82% | 34 |
|
|
2024
Q2 | $2.17M | Buy |
86,776
+5,455
| +7% | +$136K | 0.54% | 43 |
|
|
2024
Q1 | $2.08M | Buy |
81,321
+8,567
| +12% | +$219K | 0.52% | 43 |
|
|
2023
Q4 | $1.89M | Buy |
72,754
+13,309
| +22% | +$346K | 0.51% | 42 |
|
|
2023
Q3 | $1.33M | Buy |
59,445
+2,611
| +5% | +$58.5K | 0.39% | 46 |
|
|
2023
Q2 | $1.39M | Buy |
+56,834
| New | +$1.39M | 0.4% | 44 |
|