Hershey Financial Advisers’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Hershey Financial Advisers’s Portfolio DFGR Stock Details DFGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$175	Buy	+7	New	+$172	﹤0.01%	153

Other funds holding DFGR

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Hershey Financial Advisers's DFGR Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in Dimensional Global Real Estate ETF (DFGR) in Q2 2024: 7 shares worth $175. The stake represents ﹤0.01% of the portfolio and ranks #153 among its holdings.

181 funds tracked by Wall St. Rank hold DFGR as of Q2 2024.

Hershey Financial Advisers held 7 shares of Dimensional Global Real Estate ETF worth $175 as of Q2 2024.
Dimensional Global Real Estate ETF was a new Hershey Financial Advisers position in Q2 2024.
Dimensional Global Real Estate ETF made up ﹤0.01% of Hershey Financial Advisers's portfolio in Q2 2024, its #153 holding.
181 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.