FPCG
Forum Private Client Group’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 | $4.19M | Buy |
156,087
+12,812
| +9% | +$344K | 1.61% | 19 |
|
|
2025
Q1 | $3.76M | Buy |
143,275
+31,218
| +28% | +$820K | 1.63% | 19 |
|
|
2024
Q4 | $2.86M | Buy |
112,057
+26,542
| +31% | +$678K | 1.27% | 23 |
|
|
2024
Q3 | $2.47M | Buy |
85,515
+24,529
| +40% | +$708K | 1.1% | 22 |
|
|
2024
Q2 | $1.52M | Buy |
60,986
+17,104
| +39% | +$427K | 0.72% | 25 |
|
|
2024
Q1 | $1.12M | Buy |
43,882
+3,465
| +9% | +$88.5K | 0.54% | 29 |
|
|
2023
Q4 | $1.05M | Buy |
+40,417
| New | +$1.05M | 0.55% | 31 |
|
|
2023
Q3 | – | Sell |
-26,958
| Closed | -$658K | – | 17 |
|
|
2023
Q2 | $658K | Buy |
26,958
+5,971
| +28% | +$146K | 0.38% | 41 |
|
|
2023
Q1 | $515K | Buy |
+20,987
| New | +$515K | 0.33% | 43 |
|