HIG
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Heritage Investment Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Heritage Investment Group’s Portfolio DFGR Stock Details DFGR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.07M Buy
39,865
+7,989
+25% +$214K 0.18% 39
2025
Q1 		$837K Buy
31,876
+158
+0.5% +$4.15K 0.16% 41
2024
Q4 		$810K Buy
+31,718
New +$810K 0.15% 44