Vestia Personal 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
$1.66M Buy
61,811
+9,154
+17% +$246K 1.14% 17
2025
Q1
$1.38M Buy
52,657
+8,040
+18% +$211K 1.09% 20
2024
Q4
$1.14M Buy
44,617
+8,618
+24% +$220K 0.94% 20
2024
Q3
$1.04M Buy
35,999
+213
+0.6% +$6.15K 0.98% 21
2024
Q2
$894K Buy
+35,786
New +$894K 0.95% 23