GWA
Geometric Wealth Advisors’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 | $9.86M | Buy |
367,664
+22,583
| +7% | +$606K | 1.47% | 6 |
|
|
2025
Q1 | $9.06M | Buy |
345,081
+16,589
| +5% | +$436K | 1.55% | 6 |
|
|
2024
Q4 | $8.39M | Buy |
328,492
+14,011
| +4% | +$358K | 1.53% | 5 |
|
|
2024
Q3 | $9.08M | Buy |
314,481
+13,840
| +5% | +$399K | 1.68% | 5 |
|
|
2024
Q2 | $7.51M | Buy |
300,641
+33,459
| +13% | +$836K | 1.54% | 4 |
|
|
2024
Q1 | $6.82M | Buy |
267,182
+140,890
| +112% | +$3.6M | 1.61% | 3 |
|
|
2023
Q4 | $3.28M | Buy |
126,292
+40,262
| +47% | +$1.05M | 0.87% | 6 |
|
|
2023
Q3 | $1.93M | Buy |
86,030
+20,914
| +32% | +$469K | 0.6% | 7 |
|
|
2023
Q2 | $1.65M | Buy |
65,116
+22,540
| +53% | +$570K | 0.51% | 6 |
|
|
2023
Q1 | $1.05M | Buy |
+42,576
| New | +$1.05M | 0.37% | 7 |
|