U.S. Capital Wealth Advisors’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 | $333K | Buy |
12,411
+2,527
| +26% | +$67.8K | 0.01% | 691 |
|
|
2025
Q1 | $260K | Hold |
9,884
| – | – | 0.01% | 739 |
|
|
2024
Q4 | $252K | Buy |
9,884
+196
| +2% | +$5.01K | 0.01% | 722 |
|
|
2024
Q3 | $280K | Buy |
9,688
+115
| +1% | +$3.32K | 0.01% | 602 |
|
|
2024
Q2 | $239K | Sell |
9,573
-23,690
| -71% | -$592K | 0.01% | 612 |
|
|
2024
Q1 | $849K | Buy |
33,263
+890
| +3% | +$22.7K | 0.03% | 370 |
|
|
2023
Q4 | $841K | Hold |
32,373
| – | – | 0.03% | 360 |
|
|
2023
Q3 | $725K | Sell |
32,373
-1,375
| -4% | -$30.8K | 0.03% | 362 |
|
|
2023
Q2 | $823K | Sell |
33,748
-1,936
| -5% | -$47.2K | 0.04% | 360 |
|
|
2023
Q1 | $876K | Buy |
+35,684
| New | +$876K | 0.04% | 326 |
|