Cooper/Haims Advisors’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 | $3.42M | Buy |
127,560
+4,048
| +3% | +$109K | 1.69% | 13 |
|
2025
Q1 | $3.24M | Buy |
123,512
+8,417
| +7% | +$221K | 1.76% | 12 |
|
2024
Q4 | $2.94M | Buy |
115,095
+16,271
| +16% | +$416K | 1.67% | 12 |
|
2024
Q3 | $2.85M | Buy |
98,824
+3,357
| +4% | +$96.9K | 1.57% | 12 |
|
2024
Q2 | $2.39M | Buy |
95,467
+12,192
| +15% | +$305K | 1.34% | 16 |
|
2024
Q1 | $2.13M | Sell |
83,275
-84,161
| -50% | -$2.15M | 1.24% | 17 |
|
2023
Q4 | $4.35M | Buy |
+167,436
| New | +$4.35M | 2.47% | 12 |
|