Modera 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 | $991K | Buy |
36,938
+83
| +0.2% | +$2.23K | 0.01% | 334 |
|
|
2025
Q1 | $968K | Buy |
36,855
+454
| +1% | +$11.9K | 0.01% | 329 |
|
|
2024
Q4 | $930K | Buy |
36,401
+10,525
| +41% | +$269K | 0.01% | 336 |
|
|
2024
Q3 | $747K | Sell |
25,876
-644
| -2% | -$18.6K | 0.01% | 350 |
|
|
2024
Q2 | $663K | Sell |
26,520
-2,442
| -8% | -$61K | 0.01% | 349 |
|
|
2024
Q1 | $739K | Sell |
28,962
-1,184
| -4% | -$30.2K | 0.01% | 340 |
|
|
2023
Q4 | $783K | Sell |
30,146
-714
| -2% | -$18.6K | 0.01% | 319 |
|
|
2023
Q3 | $692K | Buy |
30,860
+85
| +0.3% | +$1.91K | 0.01% | 321 |
|
|
2023
Q2 | $751K | Buy |
30,775
+10,305
| +50% | +$251K | 0.01% | 323 |
|
|
2023
Q1 | $503K | Buy |
+20,470
| New | +$503K | 0.02% | 214 |
|