Ruedi Wealth 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	$5.08M	Buy	190,966 +17,488	+10%	+$479K	1.31%	14
2025 Q4	$4.58M	Buy	173,478 +30,575	+21%	+$825K	1.2%	16
2025 Q3	$3.9M	Buy	142,903 +9,367	+7%	+$254K	1.09%	20
2025 Q2	$3.58M	Buy	133,536 +7,384	+6%	+$194K	1.06%	20
2025 Q1	$3.31M	Sell	126,152 -1,398	-1%	-$36.4K	1.04%	19
2024 Q4	$3.26M	Buy	127,550 +27,599	+28%	+$757K	1.03%	19
2024 Q3	$2.88M	Buy	99,951 +45,209	+83%	+$1.23M	0.99%	19
2024 Q2	$1.37M	Buy	54,742 +26,328	+93%	+$648K	0.54%	21
2024 Q1	$725K	Buy	28,414 +16,627	+141%	+$417K	0.31%	30
2023 Q4	$306K	Buy	11,787 +3,202	+37%	+$75.1K	0.14%	42
2023 Q3	$192K	Buy	8,585 +3,227	+60%	+$78.1K	0.11%	44
2023 Q2	$131K	Buy	5,358 +913	+21%	+$22.2K	0.08%	50
2023 Q1	$109K	Buy	4,445 +4,255	+2,239%	+$108K	0.07%	52
2022 Q4	$4.63K	Buy	+190	New	+$4.69K	﹤0.01%	183