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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.7M | Buy |
|
|||||
|
2025
Q2 | $1.64M | Buy |
|
|||||
|
2025
Q1 | $1.59M | Sell |
|
|||||
|
2024
Q4 | $1.7M | Buy |
|
|||||
|
2024
Q3 | $1.87M | Sell |
|
|||||
|
2024
Q2 | $1.64M | Buy |
|
|||||
|
2024
Q1 | $1.65M | Sell |
|
|||||
|
2023
Q4 | $1.7M | Buy |
|
|||||
|
2023
Q3 | $218K | Hold |
|
|||||
|
2023
Q2 | $237K | Sell |
|
|||||
|
2023
Q1 | $290K | Buy |
|
|||||
|
2022
Q4 | $210K | Buy |
|