Forum Private Client Group’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	$5.62M	Buy	211,347 +19,084	+10%	+$523K	1.87%	15
2025 Q4	$5.08M	Buy	192,263 +23,015	+14%	+$621K	1.73%	17
2025 Q3	$4.62M	Buy	169,248 +13,161	+8%	+$356K	1.65%	16
2025 Q2	$4.19M	Buy	156,087 +12,812	+9%	+$336K	1.61%	19
2025 Q1	$3.76M	Buy	143,275 +31,218	+28%	+$814K	1.63%	19
2024 Q4	$2.86M	Buy	112,057 +26,542	+31%	+$728K	1.27%	23
2024 Q3	$2.47M	Buy	85,515 +24,529	+40%	+$668K	1.1%	22
2024 Q2	$1.52M	Buy	60,986 +17,104	+39%	+$421K	0.72%	25
2024 Q1	$1.12M	Buy	43,882 +3,465	+9%	+$86.9K	0.54%	29
2023 Q4	$1.05M	Buy	+40,417	New	+$948K	0.55%	31
2023 Q3	–	Sell	-26,958	Closed	-$658K	–	17
2023 Q2	$658K	Buy	26,958 +5,971	+28%	+$145K	0.38%	41
2023 Q1	$515K	Buy	+20,987	New	+$530K	0.33%	43