Mosaic Family Wealth Partners’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 | $3.63M | Sell |
135,241
-16,532
| -11% | -$444K | 0.46% | 30 |
|
|
2025
Q1 | $3.99M | Sell |
151,773
-16,391
| -10% | -$430K | 0.57% | 26 |
|
|
2024
Q4 | $4.29M | Sell |
168,164
-14,005
| -8% | -$358K | 0.62% | 24 |
|
|
2024
Q3 | $5.26M | Sell |
182,169
-394,827
| -68% | -$11.4M | 0.78% | 17 |
|
|
2024
Q2 | $14.4M | Buy |
576,996
+26,756
| +5% | +$669K | 2.32% | 11 |
|
|
2024
Q1 | $14M | Buy |
550,240
+68,562
| +14% | +$1.75M | 2.31% | 11 |
|
|
2023
Q4 | $12.5M | Sell |
481,678
-4,671
| -1% | -$121K | 2.16% | 14 |
|
|
2023
Q3 | $10.9M | Buy |
486,349
+28,546
| +6% | +$640K | 2.18% | 13 |
|
|
2023
Q2 | $11.2M | Buy |
457,803
+46,900
| +11% | +$1.14M | 2.19% | 12 |
|
|
2023
Q1 | $10.1M | Buy |
+410,903
| New | +$10.1M | 2.11% | 13 |
|