RWM
Ruedi Wealth Management’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 | $3.58M | Buy |
133,536
+7,384
| +6% | +$198K | 1.06% | 20 |
|
|
2025
Q1 | $3.31M | Sell |
126,152
-1,398
| -1% | -$36.7K | 1.04% | 19 |
|
|
2024
Q4 | $3.26M | Buy |
127,550
+27,599
| +28% | +$705K | 1.03% | 19 |
|
|
2024
Q3 | $2.88M | Buy |
99,951
+45,209
| +83% | +$1.3M | 0.99% | 19 |
|
|
2024
Q2 | $1.37M | Buy |
54,742
+26,328
| +93% | +$658K | 0.54% | 21 |
|
|
2024
Q1 | $725K | Buy |
28,414
+16,627
| +141% | +$424K | 0.31% | 30 |
|
|
2023
Q4 | $306K | Buy |
11,787
+3,202
| +37% | +$83.2K | 0.14% | 42 |
|
|
2023
Q3 | $192K | Buy |
8,585
+3,227
| +60% | +$72.3K | 0.11% | 44 |
|
|
2023
Q2 | $131K | Buy |
5,358
+913
| +21% | +$22.3K | 0.08% | 50 |
|
|
2023
Q1 | $109K | Buy |
4,445
+4,255
| +2,239% | +$104K | 0.07% | 52 |
|
|
2022
Q4 | $4.63K | Buy |
+190
| New | +$4.63K | ﹤0.01% | 183 |
|