CWP
DFGR icon

Cyndeo Wealth Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Cyndeo Wealth Partners’s Portfolio DFGR Stock Details DFGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$496K Buy
18,499
+545
+3% +$14.6K 0.03% 305
2025
Q1 		$471K Buy
17,954
+2,801
+18% +$73.6K 0.03% 307
2024
Q4 		$387K Buy
15,153
+591
+4% +$15.1K 0.03% 334
2024
Q3 		$420K Buy
+14,562
New +$420K 0.03% 319