Geometric Wealth Advisors’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	$11.8M	Buy	444,723 +21,212	+5%	+$582K	1.48%	6
2025 Q4	$11.2M	Buy	423,511 +23,061	+6%	+$622K	1.44%	6
2025 Q3	$10.9M	Buy	400,450 +32,786	+9%	+$888K	1.46%	6
2025 Q2	$9.86M	Buy	367,664 +22,583	+7%	+$593K	1.47%	6
2025 Q1	$9.06M	Buy	345,081 +16,589	+5%	+$432K	1.55%	6
2024 Q4	$8.39M	Buy	328,492 +14,011	+4%	+$385K	1.53%	5
2024 Q3	$9.08M	Buy	314,481 +13,840	+5%	+$377K	1.68%	5
2024 Q2	$7.51M	Buy	300,641 +33,459	+13%	+$823K	1.54%	4
2024 Q1	$6.82M	Buy	267,182 +140,890	+112%	+$3.53M	1.61%	3
2023 Q4	$3.28M	Buy	126,292 +40,262	+47%	+$944K	0.87%	6
2023 Q3	$1.93M	Buy	86,030 +20,914	+32%	+$506K	0.6%	7
2023 Q2	$1.65M	Buy	65,116 +22,540	+53%	+$549K	0.51%	6
2023 Q1	$1.05M	Buy	+42,576	New	+$1.08M	0.37%	7