Red Lighthouse Investment Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.13M	Buy	42,596 +7,144	+20%	+$196K	0.38%	32
2025 Q4	$937K	Buy	35,452 +29,400	+486%	+$793K	0.34%	31
2025 Q3	$165K	Buy	6,052 +1,222	+25%	+$33.1K	0.06%	80
2025 Q2	$130K	Buy	4,830 +2,457	+104%	+$64.5K	0.05%	82
2025 Q1	$60.6K	Sell	2,373 -741	-24%	-$19.3K	0.02%	89
2024 Q4	$79.5K	Buy	3,114 +690	+28%	+$18.9K	0.03%	87
2024 Q3	$70K	Hold	2,424	–	–	0.03%	88
2024 Q2	$60.6K	Buy	2,424 +51	+2%	+$1.25K	0.03%	88
2024 Q1	$60.6K	Hold	2,373	–	–	0.02%	90
2023 Q4	$61.7K	Buy	2,373 +406	+21%	+$9.52K	0.03%	84
2023 Q3	$44.1K	Hold	1,967	–	–	0.02%	85
2023 Q2	$48K	Hold	1,967	–	–	0.02%	85
2023 Q1	$48.3K	Buy	1,967 +569	+41%	+$14.4K	0.02%	83
2022 Q4	$34.1K	Buy	+1,398	New	+$34.5K	0.02%	90