DI
DFGR icon

Disciplined Investments’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Disciplined Investments’s Portfolio DFGR Stock Details DFGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-468
Closed -$11.4K – 474
2023
Q2 		$11.4K Buy
468
+40
+9% +$974 0.01% 318
2023
Q1 		$10.5K Buy
+428
New +$10.8K ﹤0.01% 345

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

Disciplined Investments's DFGR Position: Q3 2023 in Review

Disciplined Investments sold out of Dimensional Global Real Estate ETF (DFGR) in Q3 2023, closing a stake of 468 shares — an estimated $11.4K sold.

Disciplined Investments first reported a position in DFGR in Q1 2023 and held it in 2 quarters. The position peaked at $11.4K in Q2 2023. 103 funds tracked by Wall St. Rank hold DFGR as of Q3 2023.

  • Disciplined Investments reported no remaining Dimensional Global Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 468 Dimensional Global Real Estate ETF shares in Q3 2023, an estimated $11.4K.
  • Disciplined Investments first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and held it in 2 quarters.
  • Disciplined Investments's Dimensional Global Real Estate ETF position peaked at $11.4K in Q2 2023.
  • 103 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.