Porter White 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 | $2.64M | Buy |
98,228
+12,019
| +14% | +$322K | 1.23% | 13 |
|
|
2025
Q1 | $2.26M | Buy |
86,209
+7,099
| +9% | +$186K | 1.12% | 13 |
|
|
2024
Q4 | $2.02M | Buy |
79,110
+3,103
| +4% | +$79.3K | 1.02% | 13 |
|
|
2024
Q3 | $2.19M | Buy |
76,007
+3,362
| +5% | +$97K | 1.1% | 13 |
|
|
2024
Q2 | $1.82M | Buy |
72,645
+8,965
| +14% | +$224K | 0.97% | 14 |
|
|
2024
Q1 | $1.63M | Buy |
63,680
+19,696
| +45% | +$503K | 0.86% | 14 |
|
|
2023
Q4 | $1.14M | Buy |
+43,984
| New | +$1.14M | 0.71% | 16 |
|