Foundation Wealth Management (Pennsylvania)’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	$920K	Sell	34,284 -2,538	-7%	-$68.1K	0.4%	43
2025 Q1	$967K	Sell	36,822 -6,159	-14%	-$162K	0.46%	42
2024 Q4	$1.1M	Buy	+42,981	New	+$1.1M	0.53%	41