SWM
Seaside 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 | $681K | Sell |
25,366
-1,351
| -5% | -$36.2K | 0.22% | 31 |
|
|
2025
Q1 | $702K | Buy |
26,717
+3,539
| +15% | +$92.9K | 0.25% | 28 |
|
|
2024
Q4 | $592K | Buy |
23,178
+2,346
| +11% | +$59.9K | 0.22% | 29 |
|
|
2024
Q3 | $601K | Buy |
20,832
+25
| +0.1% | +$721 | 0.23% | 29 |
|
|
2024
Q2 | $520K | Buy |
20,807
+6,831
| +49% | +$171K | 0.22% | 31 |
|
|
2024
Q1 | $357K | Buy |
13,976
+34
| +0.2% | +$868 | 0.15% | 35 |
|
|
2023
Q4 | $362K | Buy |
+13,942
| New | +$362K | 0.17% | 35 |
|