Investmark Advisory Group’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 | $310K | Sell |
11,559
-1,994
| -15% | -$53.5K | 0.15% | 99 |
|
|
2025
Q1 | $356K | Sell |
13,553
-1,020
| -7% | -$26.8K | 0.18% | 83 |
|
|
2024
Q4 | $372K | Buy |
14,573
+807
| +6% | +$20.6K | 0.18% | 81 |
|
|
2024
Q3 | $397K | Sell |
13,766
-361
| -3% | -$10.4K | 0.19% | 84 |
|
|
2024
Q2 | $353K | Buy |
14,127
+1,164
| +9% | +$29.1K | 0.19% | 83 |
|
|
2024
Q1 | $331K | Buy |
12,963
+911
| +8% | +$23.3K | 0.18% | 87 |
|
|
2023
Q4 | $313K | Buy |
+12,052
| New | +$313K | 0.18% | 88 |
|