Private Ocean’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Private Ocean’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
2024 Q2	$54.5M	Buy	2,180,268 +148,841	+7%	+$3.66M	4.81%	5
2024 Q1	$51.9M	Buy	2,031,427 +175,815	+9%	+$4.41M	5.5%	3
2023 Q4	$48.2M	Buy	1,855,612 +611,730	+49%	+$14.3M	4.79%	5
2023 Q3	$27.9M	Buy	1,243,882 +519,643	+72%	+$12.6M	3.54%	5
2023 Q2	$17.7M	Buy	724,239 +604,432	+505%	+$14.7M	2.24%	12
2023 Q1	$2.94M	Buy	+119,807	New	+$3.03M	0.39%	31

Other funds holding DFGR

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Private Ocean's DFGR Position: Q2 2024 in Review

Private Ocean increased its Dimensional Global Real Estate ETF (DFGR) stake by 7.3% in Q2 2024, buying an estimated $3.66M and bringing the position to 2,180,268 shares worth $54.5M. The position accounts for 4.81% of the portfolio, ranked #5.

Private Ocean first reported a position in DFGR in Q1 2023 and has held it in 6 quarters since. 181 funds tracked by Wall St. Rank hold DFGR as of Q2 2024.

Private Ocean held 2,180,268 shares of Dimensional Global Real Estate ETF worth $54.5M as of Q2 2024.
Private Ocean bought 148,841 Dimensional Global Real Estate ETF shares in Q2 2024, an estimated $3.66M.
Dimensional Global Real Estate ETF made up 4.81% of Private Ocean's portfolio in Q2 2024, its #5 holding.
Private Ocean first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 6 quarters since.
181 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.