MHS
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M Holdings Securities’s Dimensional Global Real Estate ETF DFGR Stock Holding History

M Holdings Securities’s Portfolio DFGR Stock Details DFGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,429
Closed -$323K – 141
2023
Q4 		$323K Buy
+12,429
New +$291K 0.04% 168

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

M Holdings Securities's DFGR Position: Q1 2024 in Review

M Holdings Securities sold out of Dimensional Global Real Estate ETF (DFGR) in Q1 2024, closing a stake of 12,429 shares — an estimated $323K sold.

M Holdings Securities first reported a position in DFGR in Q4 2023 and held it in 1 quarter. The position peaked at $323K in Q4 2023. 161 funds tracked by Wall St. Rank hold DFGR as of Q1 2024.

  • M Holdings Securities reported no remaining Dimensional Global Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • M Holdings Securities sold 12,429 Dimensional Global Real Estate ETF shares in Q1 2024, an estimated $323K.
  • M Holdings Securities first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • M Holdings Securities's Dimensional Global Real Estate ETF position peaked at $323K in Q4 2023.
  • 161 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2024.

Based on M Holdings Securities's 13F filing for Q1 2024, filed 14 May 2024.