Forum Financial Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390M | Buy |
14,517,559
+288,449
| +2% | +$7.74M | 5.92% | 6 |
|
|
2025
Q1 | $374M | Buy |
14,229,110
+219,059
| +2% | +$5.75M | 6.18% | 6 |
|
|
2024
Q4 | $358M | Sell |
14,010,051
-52,209
| -0.4% | -$1.33M | 5.93% | 6 |
|
|
2024
Q3 | $406M | Buy |
14,062,260
+269,488
| +2% | +$7.78M | 6.75% | 6 |
|
|
2024
Q2 | $345M | Sell |
13,792,772
-292,168
| -2% | -$7.3M | 6.24% | 6 |
|
|
2024
Q1 | $360M | Buy |
14,084,940
+144,192
| +1% | +$3.68M | 6.14% | 6 |
|
|
2023
Q4 | $362M | Buy |
13,940,748
+1,541,319
| +12% | +$40M | 6.82% | 6 |
|
|
2023
Q3 | $278M | Buy |
12,399,429
+1,827,421
| +17% | +$41M | 6.14% | 6 |
|
|
2023
Q2 | $258M | Buy |
10,572,008
+6,080,665
| +135% | +$148M | 5.78% | 6 |
|
|
2023
Q1 | $110M | Buy |
4,491,343
+769,183
| +21% | +$18.9M | 3.19% | 6 |
|
|
2022
Q4 | $90.8M | Buy |
+3,722,160
| New | +$90.8M | 2.99% | 7 |
|