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