CWM
Core Wealth Management’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 | $595K | Buy |
22,191
+2,197
| +11% | +$58.9K | 0.21% | 18 |
|
|
2025
Q1 | $525K | Buy |
19,994
+6,103
| +44% | +$160K | 0.2% | 21 |
|
|
2024
Q4 | $355K | Buy |
13,891
+292
| +2% | +$7.46K | 0.14% | 20 |
|
|
2024
Q3 | $340K | Hold |
13,599
| – | – | 0.14% | 18 |
|
|
2024
Q2 | $340K | Sell |
13,599
-12,725
| -48% | -$318K | 0.14% | 18 |
|
|
2024
Q1 | $672K | Sell |
26,324
-18
| -0.1% | -$460 | 0.29% | 11 |
|
|
2023
Q4 | $684K | Buy |
26,342
+16,507
| +168% | +$429K | 0.33% | 11 |
|
|
2023
Q3 | $220K | Buy |
+9,835
| New | +$220K | 0.11% | 16 |
|