LWM
LJI Wealth Management’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 | $709K | Buy |
26,408
+582
| +2% | +$15.6K | 0.12% | 67 |
|
|
2025
Q1 | $678K | Sell |
25,826
-715
| -3% | -$18.8K | 0.14% | 68 |
|
|
2024
Q4 | $678K | Buy |
26,541
+484
| +2% | +$12.4K | 0.13% | 68 |
|
|
2024
Q3 | $752K | Buy |
26,057
+100
| +0.4% | +$2.89K | 0.15% | 71 |
|
|
2024
Q2 | $649K | Buy |
25,957
+3,063
| +13% | +$76.5K | 0.14% | 75 |
|
|
2024
Q1 | $584K | Buy |
22,894
+5,246
| +30% | +$134K | 0.15% | 69 |
|
|
2023
Q4 | $459K | Buy |
+17,648
| New | +$459K | 0.12% | 92 |
|
|
2023
Q3 | – | Sell |
-98,097
| Closed | -$104K | – | 169 |
|
|
2023
Q2 | $104K | Buy |
+98,097
| New | +$104K | 0.03% | 161 |
|