MWM
Mattern 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 | $2.61M | Buy |
97,206
+55,842
| +135% | +$1.5M | 0.54% | 32 |
|
|
2025
Q1 | $1.09M | Buy |
41,364
+5,456
| +15% | +$143K | 0.24% | 65 |
|
|
2024
Q4 | $917K | Buy |
35,908
+316
| +0.9% | +$8.07K | 0.2% | 71 |
|
|
2024
Q3 | $1.03M | Buy |
35,592
+4,398
| +14% | +$127K | 0.23% | 69 |
|
|
2024
Q2 | $780K | Buy |
31,194
+7,493
| +32% | +$187K | 0.19% | 84 |
|
|
2024
Q1 | $605K | Buy |
23,701
+3,437
| +17% | +$87.7K | 0.15% | 97 |
|
|
2023
Q4 | $526K | Buy |
20,264
+899
| +5% | +$23.4K | 0.14% | 103 |
|
|
2023
Q3 | $434K | Buy |
+19,365
| New | +$434K | 0.13% | 108 |
|