SWM
Sterling 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 | $2.12M | Buy |
+78,838
| New | +$2.12M | 0.72% | 28 |
|
|
2024
Q4 | $2.39M | Buy |
93,732
+2,708
| +3% | +$69.2K | 0.88% | 25 |
|
|
2024
Q3 | $2.63M | Buy |
91,024
+35,839
| +65% | +$1.03M | 0.98% | 23 |
|
|
2024
Q2 | $1.38M | Buy |
55,185
+13,975
| +34% | +$349K | 0.65% | 26 |
|
|
2024
Q1 | $1.05M | Buy |
41,210
+16,642
| +68% | +$425K | 0.52% | 31 |
|
|
2023
Q4 | $638K | Buy |
+24,568
| New | +$638K | 0.36% | 40 |
|