WIM
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Warwick Investment Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Warwick Investment Management’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
-8,097
Closed -$202K – 99
2024
Q2 		$202K Hold
8,097
– – 0.05% 106
2024
Q1 		$207K Hold
8,097
– – 0.05% 93
2023
Q4 		$210K Buy
+8,097
New +$190K 0.06% 83

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

Warwick Investment Management's DFGR Position: Q3 2024 in Review

Warwick Investment Management sold out of Dimensional Global Real Estate ETF (DFGR) in Q3 2024, closing a stake of 8,097 shares — an estimated $202K sold.

Warwick Investment Management first reported a position in DFGR in Q4 2023 and held it in 3 quarters. The position peaked at $210K in Q4 2023. 194 funds tracked by Wall St. Rank hold DFGR as of Q3 2024.

  • Warwick Investment Management reported no remaining Dimensional Global Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Warwick Investment Management sold 8,097 Dimensional Global Real Estate ETF shares in Q3 2024, an estimated $202K.
  • Warwick Investment Management first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and held it in 3 quarters.
  • Warwick Investment Management's Dimensional Global Real Estate ETF position peaked at $210K in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2024.

Based on Warwick Investment Management's 13F filing for Q3 2024, filed 4 Nov 2024.