NWM
Northwest Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
90,439
+8,977
| +11% | +$241K | 0.44% | 46 |
|
|
2025
Q1 | $2.14M | Buy |
81,462
+7,464
| +10% | +$196K | 0.43% | 48 |
|
|
2024
Q4 | $1.89M | Buy |
73,998
+15,195
| +26% | +$388K | 0.4% | 49 |
|
|
2024
Q3 | $1.7M | Buy |
58,803
+26,356
| +81% | +$761K | 0.4% | 50 |
|
|
2024
Q2 | $811K | Buy |
32,447
+2,344
| +8% | +$58.6K | 0.21% | 77 |
|
|
2024
Q1 | $769K | Buy |
30,103
+15,222
| +102% | +$389K | 0.21% | 81 |
|
|
2023
Q4 | $387K | Buy |
+14,881
| New | +$387K | 0.12% | 107 |
|