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 $7.07B AUM 18.05% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

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