North Ridge Wealth Advisors’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 | $6.92M | Buy |
257,844
+14,850
| +6% | +$398K | 4.25% | 9 |
|
|
2025
Q1 | $6.38M | Buy |
242,994
+20,947
| +9% | +$550K | 4.26% | 8 |
|
|
2024
Q4 | $5.67M | Buy |
222,047
+35,529
| +19% | +$907K | 3.93% | 9 |
|
|
2024
Q3 | $5.38M | Buy |
186,518
+39,265
| +27% | +$1.13M | 3.66% | 10 |
|
|
2024
Q2 | $3.68M | Buy |
147,253
+20,329
| +16% | +$508K | 2.8% | 12 |
|
|
2024
Q1 | $3.24M | Buy |
126,924
+13,297
| +12% | +$339K | 2.51% | 13 |
|
|
2023
Q4 | $2.95M | Buy |
113,627
+60,165
| +113% | +$1.56M | 2.46% | 13 |
|
|
2023
Q3 | $1.2M | Buy |
53,462
+14,045
| +36% | +$315K | 1.17% | 16 |
|
|
2023
Q2 | $961K | Buy |
+39,417
| New | +$961K | 0.92% | 20 |
|