Retirement Guys Formula’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
Q1 | – | Sell |
-62,700
| Closed | -$1.6M | – | 145 |
|
|
2024
Q4 | $1.6M | Sell |
62,700
-10,265
| -14% | -$262K | 0.81% | 37 |
|
|
2024
Q3 | $2.11M | Buy |
72,965
+473
| +0.7% | +$13.7K | 0.98% | 26 |
|
|
2024
Q2 | $1.81M | Sell |
72,492
-6,221
| -8% | -$155K | 0.87% | 33 |
|
|
2024
Q1 | $2.01M | Buy |
78,713
+806
| +1% | +$20.6K | 0.98% | 27 |
|
|
2023
Q4 | $2.02M | Buy |
77,907
+21,671
| +39% | +$563K | 1.09% | 27 |
|
|
2023
Q3 | $1.26M | Sell |
56,236
-3,050
| -5% | -$68.4K | 0.88% | 28 |
|
|
2023
Q2 | $1.45M | Buy |
59,286
+5,105
| +9% | +$125K | 0.84% | 32 |
|
|
2023
Q1 | $1.33M | Buy |
54,181
+209
| +0.4% | +$5.13K | 0.95% | 30 |
|
|
2022
Q4 | $1.32M | Buy |
+53,972
| New | +$1.32M | 1.08% | 24 |
|