PCI
Planning Center Inc’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 | $14M | Buy |
522,403
+13,057
| +3% | +$350K | 1.55% | 15 |
|
|
2025
Q1 | $13.4M | Buy |
509,346
+15,744
| +3% | +$413K | 1.58% | 15 |
|
|
2024
Q4 | $12.6M | Buy |
493,602
+4,080
| +0.8% | +$104K | 1.6% | 15 |
|
|
2024
Q3 | $14.1M | Sell |
489,522
-2,208
| -0.4% | -$63.7K | 1.74% | 15 |
|
|
2024
Q2 | $12.3M | Buy |
491,730
+11,947
| +2% | +$299K | 1.61% | 15 |
|
|
2024
Q1 | $12.2M | Buy |
479,783
+15,160
| +3% | +$387K | 2.67% | 11 |
|
|
2023
Q4 | $12.1M | Buy |
464,623
+21,136
| +5% | +$549K | 2.8% | 10 |
|
|
2023
Q3 | $9.94M | Buy |
443,487
+30,710
| +7% | +$688K | 2.58% | 11 |
|
|
2023
Q2 | $10.1M | Buy |
+412,777
| New | +$10.1M | 2.56% | 11 |
|