Concord Wealth Partners’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
$15.3K Buy
570
+4
+0.7% +$107 ﹤0.01% 498
2025
Q1
$14.9K Buy
566
+1
+0.2% +$26 ﹤0.01% 464
2024
Q4
$14.4K Buy
565
+11
+2% +$281 ﹤0.01% 492
2024
Q3
$16K Buy
554
+4
+0.7% +$115 ﹤0.01% 505
2024
Q2
$13.8K Buy
+550
New +$13.8K ﹤0.01% 473