Steward Partners Investment Advisory’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,125	Closed	-$54.3K	–	4043
2024 Q4	$54.3K	Buy	2,125 +800	+60%	+$20.4K	﹤0.01%	2292
2024 Q3	$38.2K	Sell	1,325 -2,150	-62%	-$62.1K	﹤0.01%	2367
2024 Q2	$86.8K	Buy	+3,475	New	+$86.8K	﹤0.01%	1852