Mosaic Family Wealth Partners’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	$3.12M	Sell	117,504 -10,904	-8%	-$299K	0.32%	44
2025 Q4	$3.39M	Sell	128,408 -734	-0.6%	-$19.8K	0.37%	38
2025 Q3	$3.51M	Sell	129,142 -6,099	-5%	-$165K	0.41%	32
2025 Q2	$3.63M	Sell	135,241 -16,532	-11%	-$434K	0.46%	30
2025 Q1	$3.99M	Sell	151,773 -16,391	-10%	-$427K	0.57%	26
2024 Q4	$4.29M	Sell	168,164 -14,005	-8%	-$384K	0.62%	24
2024 Q3	$5.26M	Sell	182,169 -394,827	-68%	-$10.8M	0.78%	17
2024 Q2	$14.4M	Buy	576,996 +26,756	+5%	+$658K	2.32%	11
2024 Q1	$14M	Buy	550,240 +68,562	+14%	+$1.72M	2.31%	11
2023 Q4	$12.5M	Sell	481,678 -4,671	-1%	-$110K	2.16%	14
2023 Q3	$10.9M	Buy	486,349 +28,546	+6%	+$691K	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	+$10.4M	2.11%	13