LRI Investments’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 | $3.79M | Sell |
141,374
-5,769
| -4% | -$155K | 0.32% | 33 |
|
|
2025
Q1 | $3.86M | Sell |
147,143
-12,187
| -8% | -$320K | 0.37% | 30 |
|
|
2024
Q4 | $4.07M | Buy |
159,330
+16,372
| +11% | +$418K | 0.39% | 20 |
|
|
2024
Q3 | $3.88M | Buy |
142,958
+10,520
| +8% | +$286K | 0.38% | 24 |
|
|
2024
Q2 | $3.31M | Buy |
132,438
+13,601
| +11% | +$340K | 0.38% | 22 |
|
|
2024
Q1 | $3.03M | Buy |
+118,837
| New | +$3.03M | 0.77% | 19 |
|