Copperleaf Capital’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 | $289K | Buy |
10,768
+1,005
| +10% | +$27K | 0.15% | 90 |
|
|
2025
Q1 | $256K | Buy |
9,763
+123
| +1% | +$3.23K | 0.15% | 95 |
|
|
2024
Q4 | $246K | Buy |
9,640
+1,041
| +12% | +$26.6K | 0.16% | 83 |
|
|
2024
Q3 | $248K | Buy |
8,599
+232
| +3% | +$6.7K | 0.19% | 84 |
|
|
2024
Q2 | $209K | Sell |
8,367
-133
| -2% | -$3.32K | 0.17% | 84 |
|
|
2024
Q1 | $217K | Buy |
8,500
+212
| +3% | +$5.41K | 0.19% | 84 |
|
|
2023
Q4 | $215K | Buy |
+8,288
| New | +$215K | 0.22% | 75 |
|