Meritas Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.88M	Buy	70,908 +8,581	+14%	+$235K	0.85%	17
2025 Q4	$1.65M	Buy	62,327 +14	+0%	+$378	0.79%	18
2025 Q3	$1.7M	Buy	62,313 +1,026	+2%	+$27.8K	0.84%	17
2025 Q2	$1.64M	Buy	61,287 +550	+0.9%	+$14.4K	0.9%	18
2025 Q1	$1.59M	Sell	60,737 -5,645	-9%	-$147K	0.94%	17
2024 Q4	$1.7M	Buy	66,382 +1,695	+3%	+$46.5K	1.02%	16
2024 Q3	$1.87M	Sell	64,687 -914	-1%	-$24.9K	1.16%	16
2024 Q2	$1.64M	Buy	65,601 +1,119	+2%	+$27.5K	1.16%	16
2024 Q1	$1.65M	Sell	64,482 -921	-1%	-$23.1K	1.15%	15
2023 Q4	$1.7M	Buy	65,403 +55,669	+572%	+$1.31M	1.27%	14
2023 Q3	$218K	Hold	9,734	–	–	0.17%	39
2023 Q2	$237K	Sell	9,734 -2,067	-18%	-$50.3K	0.18%	39
2023 Q1	$290K	Buy	11,801 +3,187	+37%	+$80.5K	0.23%	32
2022 Q4	$210K	Buy	+8,614	New	+$212K	0.17%	42