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Trexquant Investment’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Trexquant Investment’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
Q1 		– Sell
-9,671
Closed -$251K – 1492
2023
Q4 		$251K Buy
+9,671
New +$227K 0.01% 1287

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Trexquant Investment's DFGR Position: Q1 2024 in Review

Trexquant Investment sold out of Dimensional Global Real Estate ETF (DFGR) in Q1 2024, closing a stake of 9,671 shares — an estimated $251K sold.

Trexquant Investment first reported a position in DFGR in Q4 2023 and held it in 1 quarter. The position peaked at $251K in Q4 2023. 161 funds tracked by Wall St. Rank hold DFGR as of Q1 2024.

  • Trexquant Investment reported no remaining Dimensional Global Real Estate ETF position as of Q1 2024 after selling out during the quarter.
  • Trexquant Investment sold 9,671 Dimensional Global Real Estate ETF shares in Q1 2024, an estimated $251K.
  • Trexquant Investment first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and held it in 1 quarter.
  • Trexquant Investment's Dimensional Global Real Estate ETF position peaked at $251K in Q4 2023.
  • 161 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q1 2024.

Based on Trexquant Investment's 13F filing for Q1 2024, filed 14 May 2024.