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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.12K Buy
211
+1
+0.5% +$29 ﹤0.01% 960
2026
Q1
$5.59K Buy
210
+1
+0.5% +$27 ﹤0.01% 674
2025
Q4
$5.53K Buy
209
+5
+2% +$135 ﹤0.01% 605
2025
Q3
$5.58K Buy
204
+1
+0.5% +$27 ﹤0.01% 460
2025
Q2
$5.44K Buy
203
+1
+0.5% +$26 ﹤0.01% 399
2025
Q1
$5.29K Buy
202
+1
+0.5% +$26 ﹤0.01% 400
2024
Q4
$5.14K Buy
201
+4
+2% +$110 ﹤0.01% 410
2024
Q3
$5.69K Sell
197
-38
-16% -$1.03K ﹤0.01% 385
2024
Q2
$5.87K Buy
+235
New +$5.78K ﹤0.01% 376

Other funds holding DFGR