LFA
Level Financial Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
426,776
+15,148
| +4% | +$406K | 3.56% | 7 |
|
|
2025
Q1 | $10.8M | Buy |
411,628
+37,187
| +10% | +$977K | 3.67% | 7 |
|
|
2024
Q4 | $9.56M | Buy |
374,441
+50,404
| +16% | +$1.29M | 3.51% | 7 |
|
|
2024
Q3 | $9.35M | Buy |
324,037
+48,654
| +18% | +$1.4M | 3.57% | 7 |
|
|
2024
Q2 | $6.88M | Buy |
275,383
+79,146
| +40% | +$1.98M | 2.98% | 9 |
|
|
2024
Q1 | $5.01M | Buy |
196,237
+82,571
| +73% | +$2.11M | 2.27% | 10 |
|
|
2023
Q4 | $2.95M | Buy |
113,666
+63,643
| +127% | +$1.65M | 1.46% | 17 |
|
|
2023
Q3 | $1.12M | Buy |
50,023
+16,553
| +49% | +$371K | 0.63% | 27 |
|
|
2023
Q2 | $816K | Buy |
33,470
+15,530
| +87% | +$379K | 0.46% | 29 |
|
|
2023
Q1 | $440K | Buy |
+17,940
| New | +$440K | 0.26% | 41 |
|