OneDigital Investment 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 | $20M | Buy |
746,798
+12,409
| +2% | +$333K | 0.22% | 95 |
|
2025
Q1 | $19.3M | Buy |
734,389
+19,141
| +3% | +$503K | 0.23% | 92 |
|
2024
Q4 | $18.3M | Buy |
715,248
+44,935
| +7% | +$1.15M | 0.21% | 90 |
|
2024
Q3 | $19.3M | Buy |
670,313
+239,643
| +56% | +$6.92M | 0.22% | 88 |
|
2024
Q2 | $10.8M | Buy |
430,670
+81,988
| +24% | +$2.05M | 0.13% | 127 |
|
2024
Q1 | $8.9M | Buy |
348,682
+122,514
| +54% | +$3.13M | 0.14% | 138 |
|
2023
Q4 | $5.88M | Buy |
+226,168
| New | +$5.88M | 0.1% | 165 |
|