Integrated Wealth Concepts’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 | $962K | Buy |
35,846
+3,245
| +10% | +$87.1K | 0.01% | 940 |
|
|
2025
Q1 | $856K | Buy |
32,601
+2,273
| +7% | +$59.7K | 0.01% | 895 |
|
|
2024
Q4 | $775K | Buy |
30,328
+9,657
| +47% | +$247K | 0.01% | 933 |
|
|
2024
Q3 | $597K | Buy |
20,671
+561
| +3% | +$16.2K | 0.01% | 1009 |
|
|
2024
Q2 | $503K | Buy |
20,110
+11,155
| +125% | +$279K | 0.01% | 1047 |
|
|
2024
Q1 | $229K | Buy |
+8,955
| New | +$229K | ﹤0.01% | 1461 |
|