GWWM
Great Waters Wealth 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 | $17.8M | Buy |
664,599
+7,817
| +1% | +$210K | 2.32% | 10 |
|
|
2025
Q1 | $17.2M | Sell |
656,782
-28,304
| -4% | -$743K | 2.39% | 10 |
|
|
2024
Q4 | $17.5M | Buy |
685,086
+109,573
| +19% | +$2.8M | 2.25% | 10 |
|
|
2024
Q3 | $16.6M | Buy |
575,513
+66,913
| +13% | +$1.93M | 2.24% | 10 |
|
|
2024
Q2 | $12.7M | Buy |
508,600
+72,234
| +17% | +$1.81M | 1.94% | 11 |
|
|
2024
Q1 | $11.1M | Buy |
436,366
+40,879
| +10% | +$1.04M | 1.82% | 12 |
|
|
2023
Q4 | $10.1M | Buy |
395,487
+65,775
| +20% | +$1.68M | 1.79% | 13 |
|
|
2023
Q3 | $7.26M | Buy |
+329,712
| New | +$7.26M | 1.44% | 13 |
|