EWA
EverSource Wealth Advisors’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 | $5.11M | Sell |
190,522
-5,712
| -3% | -$153K | 0.23% | 95 |
|
|
2025
Q1 | $5.15M | Buy |
196,234
+138,253
| +238% | +$3.63M | 0.28% | 80 |
|
|
2024
Q4 | $1.48M | Buy |
57,981
+38,542
| +198% | +$984K | 0.08% | 189 |
|
|
2024
Q3 | $561K | Buy |
19,439
+510
| +3% | +$14.7K | 0.04% | 303 |
|
|
2024
Q2 | $504K | Buy |
18,929
+777
| +4% | +$20.7K | 0.03% | 314 |
|
|
2024
Q1 | $431K | Buy |
18,152
+4,511
| +33% | +$107K | 0.03% | 297 |
|
|
2023
Q4 | $354K | Buy |
13,641
+6,495
| +91% | +$169K | 0.03% | 309 |
|
|
2023
Q3 | $160K | Buy |
7,146
+1,714
| +32% | +$38.4K | 0.02% | 449 |
|
|
2023
Q2 | $132K | Buy |
5,432
+919
| +20% | +$22.4K | 0.01% | 488 |
|
|
2023
Q1 | $111K | Buy |
+4,513
| New | +$111K | 0.01% | 509 |
|