Geneos Wealth 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	$1.2M	Sell	44,613 -40,796	-48%	-$1.09M	0.03%	489
2025 Q1	$2.24M	Buy	85,409 +44,613	+109%	+$1.17M	0.03%	463
2024 Q4	$1.04M	Buy	+40,796	New	+$1.04M	0.04%	418