Total Wealth Planning’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
Q2 | $15.3M | Buy |
569,962
+33,170
| +6% | +$890K | 1.93% | 16 |
|
|
2025
Q1 | $14.1M | Buy |
536,792
+53,045
| +11% | +$1.39M | 2.16% | 15 |
|
|
2024
Q4 | $12.4M | Buy |
483,747
+58,599
| +14% | +$1.5M | 1.92% | 15 |
|
|
2024
Q3 | $12.3M | Buy |
425,148
+52,728
| +14% | +$1.52M | 1.91% | 15 |
|
|
2024
Q2 | $9.86M | Buy |
372,420
+60,056
| +19% | +$1.59M | 1.62% | 16 |
|
|
2024
Q1 | $7.97M | Buy |
312,364
+58,767
| +23% | +$1.5M | 1.37% | 19 |
|
|
2023
Q4 | $6.59M | Buy |
253,597
+58,187
| +30% | +$1.51M | 1.19% | 22 |
|
|
2023
Q3 | $4.38M | Buy |
195,410
+71,499
| +58% | +$1.6M | 0.89% | 26 |
|
|
2023
Q2 | $3.02M | Buy |
123,911
+94,668
| +324% | +$2.31M | 0.63% | 35 |
|
|
2023
Q1 | $718K | Buy |
+29,243
| New | +$718K | 0.16% | 53 |
|