PWMG
Private Wealth Management Group’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 | $13.7M | Buy |
511,173
+13,493
| +3% | +$362K | 4.56% | 6 |
|
|
2025
Q1 | $13.1M | Buy |
497,680
+33,730
| +7% | +$886K | 4.82% | 4 |
|
|
2024
Q4 | $11.8M | Buy |
463,950
+17,065
| +4% | +$436K | 4.54% | 6 |
|
|
2024
Q3 | $12.9M | Buy |
446,885
+23,354
| +6% | +$674K | 5.09% | 5 |
|
|
2024
Q2 | $10.6M | Buy |
423,531
+16,420
| +4% | +$410K | 4.58% | 7 |
|
|
2024
Q1 | $10.4M | Buy |
407,111
+33,543
| +9% | +$856K | 4.71% | 8 |
|
|
2023
Q4 | $9.71M | Buy |
+373,568
| New | +$9.71M | 4.77% | 8 |
|