Colonial Trust’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
$27.9K Sell
1,038
-114
-10% -$3.06K ﹤0.01% 627
2025
Q1
$30.3K Buy
1,152
+38
+3% +$998 ﹤0.01% 617
2024
Q4
$28.5K Hold
1,114
﹤0.01% 709
2024
Q3
$32.2K Sell
1,114
-528
-32% -$15.2K 0.01% 630
2024
Q2
$41K Buy
1,642
+553
+51% +$13.8K 0.01% 545
2024
Q1
$27.8K Sell
1,089
-24
-2% -$613 0.01% 604
2023
Q4
$28.9K Buy
1,113
+83
+8% +$2.16K 0.01% 582
2023
Q3
$23.1K Hold
1,030
0.01% 589
2023
Q2
$25.1K Hold
1,030
0.01% 565
2023
Q1
$25.3K Buy
1,030
+339
+49% +$8.32K 0.01% 551
2022
Q4
$16.9K Buy
+691
New +$16.9K ﹤0.01% 597