True Wealth Design’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-34,247
| Closed | -$856K | – | 1287 |
|
|
2024
Q2 | $856K | Buy |
34,247
+12,029
| +54% | +$301K | 0.21% | 64 |
|
|
2024
Q1 | $567K | Buy |
22,218
+2,123
| +11% | +$54.2K | 0.14% | 105 |
|
|
2023
Q4 | $522K | Sell |
20,095
-758
| -4% | -$19.7K | 0.15% | 105 |
|
|
2023
Q3 | $467K | Buy |
20,853
+18,359
| +736% | +$411K | 0.16% | 103 |
|
|
2023
Q2 | $60.8K | Buy |
+2,494
| New | +$60.8K | 0.02% | 145 |
|