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True Wealth Design’s Dimensional Global Real Estate ETF DFGR Stock Holding History

True Wealth Design’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
Q3 		– Sell
-34,247
Closed -$856K – 1287
2024
Q2 		$856K Buy
34,247
+12,029
+54% +$296K 0.21% 64
2024
Q1 		$567K Buy
22,218
+2,123
+11% +$53.2K 0.14% 105
2023
Q4 		$522K Sell
20,095
-758
-4% -$17.8K 0.15% 105
2023
Q3 		$467K Buy
20,853
+18,359
+736% +$444K 0.16% 103
2023
Q2 		$60.8K Buy
+2,494
New +$60.7K 0.02% 145

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 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
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

True Wealth Design's DFGR Position: Q3 2024 in Review

True Wealth Design sold out of Dimensional Global Real Estate ETF (DFGR) in Q3 2024, closing a stake of 34,247 shares — an estimated $856K sold.

True Wealth Design first reported a position in DFGR in Q2 2023 and held it in 5 quarters. The position peaked at $856K in Q2 2024. 194 funds tracked by Wall St. Rank hold DFGR as of Q3 2024.

  • True Wealth Design reported no remaining Dimensional Global Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • True Wealth Design sold 34,247 Dimensional Global Real Estate ETF shares in Q3 2024, an estimated $856K.
  • True Wealth Design first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and held it in 5 quarters.
  • True Wealth Design's Dimensional Global Real Estate ETF position peaked at $856K in Q2 2024.
  • 194 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2024.

Based on True Wealth Design's 13F filing for Q3 2024, filed 14 Nov 2024.