Modera 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	$993K	Sell	37,377 -684	-2%	-$18.8K	0.01%	331
2025 Q4	$1.01M	Buy	38,061 +357	+0.9%	+$9.63K	0.01%	333
2025 Q3	$1.03M	Buy	37,704 +766	+2%	+$20.7K	0.01%	334
2025 Q2	$991K	Buy	36,938 +83	+0.2%	+$2.18K	0.01%	334
2025 Q1	$968K	Buy	36,855 +454	+1%	+$11.8K	0.01%	329
2024 Q4	$930K	Buy	36,401 +10,525	+41%	+$289K	0.01%	337
2024 Q3	$747K	Sell	25,876 -644	-2%	-$17.5K	0.01%	351
2024 Q2	$663K	Sell	26,520 -2,442	-8%	-$60.1K	0.01%	349
2024 Q1	$739K	Sell	28,962 -1,184	-4%	-$29.7K	0.01%	340
2023 Q4	$783K	Sell	30,146 -714	-2%	-$16.7K	0.01%	319
2023 Q3	$692K	Buy	30,860 +85	+0.3%	+$2.06K	0.01%	321
2023 Q2	$751K	Buy	30,775 +10,305	+50%	+$251K	0.01%	323
2023 Q1	$503K	Buy	+20,470	New	+$517K	0.02%	214