SFP
Sterling Financial Planning’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 | $5.43M | Buy |
202,568
+15,477
| +8% | +$415K | 1.82% | 17 |
|
|
2025
Q1 | $4.91M | Buy |
187,091
+13,706
| +8% | +$360K | 1.78% | 16 |
|
|
2024
Q4 | $4.43M | Buy |
173,385
+7,474
| +5% | +$191K | 1.63% | 18 |
|
|
2024
Q3 | $4.79M | Buy |
165,911
+14,634
| +10% | +$422K | 1.77% | 15 |
|
|
2024
Q2 | $3.78M | Buy |
151,277
+35,558
| +31% | +$889K | 1.53% | 18 |
|
|
2024
Q1 | $2.95M | Buy |
115,719
+28,759
| +33% | +$734K | 1.2% | 25 |
|
|
2023
Q4 | $2.26M | Buy |
86,960
+18,978
| +28% | +$493K | 0.98% | 31 |
|
|
2023
Q3 | $1.52M | Buy |
67,982
+10,347
| +18% | +$232K | 0.78% | 37 |
|
|
2023
Q2 | $1.41M | Buy |
57,635
+22,394
| +64% | +$546K | 0.7% | 37 |
|
|
2023
Q1 | $865K | Buy |
+35,241
| New | +$865K | 0.47% | 45 |
|