C1AG
Client 1st Advisory Group’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 | $708K | Sell |
26,375
-6,756
| -20% | -$181K | 0.26% | 50 |
|
|
2025
Q1 | $870K | Sell |
33,131
-8,186
| -20% | -$215K | 0.34% | 44 |
|
|
2024
Q4 | $1.06M | Sell |
41,317
-11,986
| -22% | -$306K | 0.41% | 38 |
|
|
2024
Q3 | $1.54M | Sell |
53,303
-1,032
| -2% | -$29.8K | 0.61% | 24 |
|
|
2024
Q2 | $1.36M | Buy |
54,335
+1,483
| +3% | +$37.1K | 0.58% | 28 |
|
|
2024
Q1 | $1.35M | Buy |
52,852
+4,325
| +9% | +$110K | 0.61% | 26 |
|
|
2023
Q4 | $1.26M | Buy |
48,527
+16,849
| +53% | +$438K | 0.61% | 26 |
|
|
2023
Q3 | $710K | Buy |
31,678
+21,100
| +199% | +$473K | 0.38% | 39 |
|
|
2023
Q2 | $258K | Buy |
+10,578
| New | +$258K | 0.14% | 86 |
|