Glass Jacobson Investment Advisors’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 | $241K | Buy |
8,997
+711
| +9% | +$19.1K | 0.09% | 172 |
|
|
2025
Q1 | $212K | Hold |
8,286
| – | – | 0.07% | 231 |
|
|
2024
Q4 | $212K | Buy |
8,286
+343
| +4% | +$8.76K | 0.07% | 231 |
|
|
2024
Q3 | $229K | Sell |
7,943
-79
| -1% | -$2.28K | 0.08% | 218 |
|
|
2024
Q2 | $200K | Buy |
8,022
+1,796
| +29% | +$44.9K | 0.07% | 215 |
|
|
2024
Q1 | $159K | Buy |
6,226
+21
| +0.3% | +$536 | 0.06% | 233 |
|
|
2023
Q4 | $161K | Buy |
6,205
+145
| +2% | +$3.77K | 0.07% | 226 |
|
|
2023
Q3 | $136K | Buy |
6,060
+1,347
| +29% | +$30.2K | 0.06% | 232 |
|
|
2023
Q2 | $115K | Buy |
+4,713
| New | +$115K | 0.05% | 242 |
|