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DFGR icon

Team Hewins’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Team Hewins’s Portfolio DFGR Stock Details DFGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,957
Closed -$259K – 40
2024
Q3 		$259K Buy
+8,957
New +$244K 0.1% 32

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Team Hewins's DFGR Position: Q4 2024 in Review

Team Hewins sold out of Dimensional Global Real Estate ETF (DFGR) in Q4 2024, closing a stake of 8,957 shares — an estimated $259K sold.

Team Hewins first reported a position in DFGR in Q3 2024 and held it in 1 quarter. The position peaked at $259K in Q3 2024. 243 funds tracked by Wall St. Rank hold DFGR as of Q4 2024.

  • Team Hewins reported no remaining Dimensional Global Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Team Hewins sold 8,957 Dimensional Global Real Estate ETF shares in Q4 2024, an estimated $259K.
  • Team Hewins first reported a position in Dimensional Global Real Estate ETF in Q3 2024 and held it in 1 quarter.
  • Team Hewins's Dimensional Global Real Estate ETF position peaked at $259K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q4 2024.

Based on Team Hewins's 13F filing for Q4 2024, filed 21 Jan 2025.