EverSource Wealth Advisors’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 Q1	$4.33M	Sell	163,087 -23,867	-13%	-$654K	0.13%	131
2025 Q4	$4.94M	Sell	186,954 -17,692	-9%	-$477K	0.18%	103
2025 Q3	$5.59M	Buy	204,646 +14,124	+7%	+$382K	0.22%	93
2025 Q2	$5.11M	Sell	190,522 -5,712	-3%	-$150K	0.23%	95
2025 Q1	$5.15M	Buy	196,234 +138,253	+238%	+$3.6M	0.28%	80
2024 Q4	$1.48M	Buy	57,981 +38,542	+198%	+$1.06M	0.08%	189
2024 Q3	$561K	Buy	19,439 +510	+3%	+$13.9K	0.04%	303
2024 Q2	$504K	Buy	18,929 +777	+4%	+$19.1K	0.03%	314
2024 Q1	$431K	Buy	18,152 +4,511	+33%	+$113K	0.03%	297
2023 Q4	$354K	Buy	13,641 +6,495	+91%	+$152K	0.03%	309
2023 Q3	$160K	Buy	7,146 +1,714	+32%	+$41.5K	0.02%	449
2023 Q2	$132K	Buy	5,432 +919	+20%	+$22.4K	0.01%	488
2023 Q1	$111K	Buy	+4,513	New	+$114K	0.01%	509