SHFA
SC&H Financial Advisors’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 | $1.71M | Buy |
63,610
+10,087
| +19% | +$271K | 0.29% | 46 |
|
|
2025
Q1 | $1.41M | Buy |
53,523
+4,063
| +8% | +$107K | 0.28% | 50 |
|
|
2024
Q4 | $1.26M | Buy |
49,460
+6,166
| +14% | +$157K | 0.26% | 52 |
|
|
2024
Q3 | $1.25M | Buy |
43,294
+3,716
| +9% | +$107K | 0.27% | 52 |
|
|
2024
Q2 | $989K | Buy |
39,578
+3,043
| +8% | +$76K | 0.24% | 59 |
|
|
2024
Q1 | $933K | Buy |
36,535
+1,289
| +4% | +$32.9K | 0.24% | 63 |
|
|
2023
Q4 | $916K | Buy |
35,246
+23,270
| +194% | +$605K | 0.26% | 58 |
|
|
2023
Q3 | $268K | Buy |
11,976
+2,003
| +20% | +$44.9K | 0.09% | 115 |
|
|
2023
Q2 | $243K | Buy |
+9,973
| New | +$243K | 0.08% | 120 |
|