GM
GeoWealth Management’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 | $5.58M | Sell |
207,992
-3,600
| -2% | -$96.6K | 0.22% | 59 |
|
|
2025
Q1 | $5.56M | Buy |
211,592
+4,826
| +2% | +$127K | 0.22% | 59 |
|
|
2024
Q4 | $5.28M | Buy |
206,766
+201,971
| +4,212% | +$5.16M | 0.17% | 94 |
|
|
2024
Q3 | $138K | Buy |
4,795
+2,135
| +80% | +$61.6K | ﹤0.01% | 819 |
|
|
2024
Q2 | $66.5K | Buy |
+2,660
| New | +$66.5K | ﹤0.01% | 801 |
|