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Pathstone Family Office’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Pathstone Family Office’s Portfolio DFGR Stock Details DFGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$4.69M Buy
209,177
+1,702
+0.8% +$41.2K 0.04% 284
2023
Q2 		$5.06M Sell
207,475
-16,379
-7% -$399K 0.07% 167
2023
Q1 		$5.5M Sell
223,854
-205,962
-48% -$5.2M 0.09% 142
2022
Q4 		$10.5M Buy
+429,816
New +$10.6M 0.09% 164

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

Pathstone Family Office's DFGR Position: Q3 2023 in Review

Pathstone Family Office increased its Dimensional Global Real Estate ETF (DFGR) stake by 0.82% in Q3 2023, buying an estimated $41.2K and bringing the position to 209,177 shares worth $4.69M. The position accounts for 0.04% of the portfolio, ranked #284.

Pathstone Family Office first reported a position in DFGR in Q4 2022 and has held it in 4 quarters since. The position peaked at $10.5M in Q4 2022. 103 funds tracked by Wall St. Rank hold DFGR as of Q3 2023.

  • Pathstone Family Office held 209,177 shares of Dimensional Global Real Estate ETF worth $4.69M as of Q3 2023.
  • Pathstone Family Office bought 1,702 Dimensional Global Real Estate ETF shares in Q3 2023, an estimated $41.2K.
  • Dimensional Global Real Estate ETF made up 0.04% of Pathstone Family Office's portfolio in Q3 2023, its #284 holding.
  • Pathstone Family Office first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 4 quarters since.
  • Pathstone Family Office's Dimensional Global Real Estate ETF position peaked at $10.5M in Q4 2022.
  • 103 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.