Forum Financial Management’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	$466M	Buy	17,521,862 +882,960	+5%	+$24.2M	6.59%	6
2025 Q4	$440M	Buy	16,638,902 +1,187,688	+8%	+$32M	5.72%	6
2025 Q3	$422M	Buy	15,451,214 +933,655	+6%	+$25.3M	5.78%	6
2025 Q2	$390M	Buy	14,517,559 +288,449	+2%	+$7.57M	5.93%	6
2025 Q1	$374M	Buy	14,229,110 +219,059	+2%	+$5.71M	6.19%	6
2024 Q4	$358M	Sell	14,010,051 -52,209	-0.4%	-$1.43M	5.93%	6
2024 Q3	$406M	Buy	14,062,260 +269,488	+2%	+$7.34M	6.76%	6
2024 Q2	$345M	Sell	13,792,772 -292,168	-2%	-$7.19M	6.24%	6
2024 Q1	$360M	Buy	14,084,940 +144,192	+1%	+$3.62M	6.15%	6
2023 Q4	$362M	Buy	13,940,748 +1,541,319	+12%	+$36.1M	6.83%	6
2023 Q3	$278M	Buy	12,399,429 +1,827,421	+17%	+$44.2M	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%	+$19.4M	3.19%	6
2022 Q4	$90.8M	Buy	+3,722,160	New	+$91.8M	2.99%	7