Leading Edge Financial Planning’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 | $393K | Buy |
14,662
+533
| +4% | +$14.3K | 0.11% | 41 |
|
|
2025
Q1 | $371K | Buy |
14,129
+322
| +2% | +$8.46K | 0.12% | 40 |
|
|
2024
Q4 | $353K | Sell |
13,807
-430
| -3% | -$11K | 0.12% | 43 |
|
|
2024
Q3 | $411K | Sell |
14,237
-341
| -2% | -$9.84K | 0.14% | 37 |
|
|
2024
Q2 | $364K | Buy |
14,578
+6,214
| +74% | +$155K | 0.15% | 36 |
|
|
2024
Q1 | $214K | Hold |
8,364
| – | – | 0.09% | 47 |
|
|
2023
Q4 | $217K | Buy |
+8,364
| New | +$217K | 0.11% | 58 |
|