Meritas Wealth Management’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 | $1.64M | Buy |
61,287
+550
| +0.9% | +$14.8K | 0.9% | 18 |
|
|
2025
Q1 | $1.59M | Sell |
60,737
-5,645
| -9% | -$148K | 0.94% | 17 |
|
|
2024
Q4 | $1.7M | Buy |
66,382
+1,695
| +3% | +$43.3K | 1.02% | 16 |
|
|
2024
Q3 | $1.87M | Sell |
64,687
-914
| -1% | -$26.4K | 1.16% | 16 |
|
|
2024
Q2 | $1.64M | Buy |
65,601
+1,119
| +2% | +$28K | 1.16% | 16 |
|
|
2024
Q1 | $1.65M | Sell |
64,482
-921
| -1% | -$23.5K | 1.15% | 15 |
|
|
2023
Q4 | $1.7M | Buy |
65,403
+55,669
| +572% | +$1.45M | 1.27% | 14 |
|
|
2023
Q3 | $218K | Hold |
9,734
| – | – | 0.17% | 39 |
|
|
2023
Q2 | $237K | Sell |
9,734
-2,067
| -18% | -$50.4K | 0.18% | 39 |
|
|
2023
Q1 | $290K | Buy |
11,801
+3,187
| +37% | +$78.2K | 0.23% | 32 |
|
|
2022
Q4 | $210K | Buy |
+8,614
| New | +$210K | 0.17% | 42 |
|