Larson Financial 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 | $21.9K | Sell |
815
-293
| -26% | -$7.86K | ﹤0.01% | 1446 |
|
2025
Q1 | $29.1K | Sell |
1,108
-463
| -29% | -$12.2K | ﹤0.01% | 1215 |
|
2024
Q4 | $40.1K | Sell |
1,571
-230
| -13% | -$5.88K | ﹤0.01% | 965 |
|
2024
Q3 | $52K | Sell |
1,801
-656
| -27% | -$18.9K | ﹤0.01% | 896 |
|
2024
Q2 | $61.4K | Sell |
2,457
-3,081
| -56% | -$77K | ﹤0.01% | 757 |
|
2024
Q1 | $141K | Sell |
5,538
-4,015
| -42% | -$103K | 0.01% | 481 |
|
2023
Q4 | $248K | Buy |
9,553
+229
| +2% | +$5.95K | 0.02% | 303 |
|
2023
Q3 | $209K | Buy |
9,324
+2,700
| +41% | +$60.5K | 0.02% | 318 |
|
2023
Q2 | $162K | Buy |
6,624
+4,053
| +158% | +$98.9K | 0.02% | 348 |
|
2023
Q1 | $63.1K | Buy |
2,571
+814
| +46% | +$20K | 0.01% | 505 |
|
2022
Q4 | $42.9K | Buy |
+1,757
| New | +$42.9K | 0.01% | 551 |
|