Integris Wealth Management’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 | $14.5M | Buy |
540,824
+8,602
| +2% | +$231K | 3.78% | 10 |
|
|
2025
Q1 | $14M | Buy |
532,222
+13,891
| +3% | +$365K | 3.99% | 8 |
|
|
2024
Q4 | $13.2M | Buy |
518,331
+16,364
| +3% | +$418K | 3.73% | 9 |
|
|
2024
Q3 | $14.5M | Sell |
501,967
-3,867
| -0.8% | -$112K | 4.05% | 9 |
|
|
2024
Q2 | $12.6M | Sell |
505,834
-7,064
| -1% | -$177K | 3.65% | 10 |
|
|
2024
Q1 | $13.1M | Buy |
512,898
+21,066
| +4% | +$538K | 3.62% | 10 |
|
|
2023
Q4 | $12.8M | Buy |
491,832
+37,899
| +8% | +$985K | 3.78% | 10 |
|
|
2023
Q3 | $10.2M | Buy |
+453,933
| New | +$10.2M | 3.33% | 10 |
|