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Waypoint Capital Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Waypoint Capital Advisors’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 		$3.51M Sell
121,551
-9,975
-8% -$272K 0.75% 32
2024
Q2 		$3.29M Sell
131,526
-1,987
-1% -$48.9K 0.82% 31
2024
Q1 		$3.41M Sell
133,513
-7,469
-5% -$187K 0.89% 30
2023
Q4 		$3.66M Buy
+140,982
New +$3.31M 1.07% 28

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

Waypoint Capital Advisors's DFGR Position: Q3 2024 in Review

Waypoint Capital Advisors reduced its Dimensional Global Real Estate ETF (DFGR) stake by 7.6% in Q3 2024, selling an estimated $272K and leaving 121,551 shares worth $3.51M. The position accounts for 0.75% of the portfolio, ranked #32.

Waypoint Capital Advisors first reported a position in DFGR in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.66M in Q4 2023. 194 funds tracked by Wall St. Rank hold DFGR as of Q3 2024.

  • Waypoint Capital Advisors held 121,551 shares of Dimensional Global Real Estate ETF worth $3.51M as of Q3 2024.
  • Waypoint Capital Advisors sold 9,975 Dimensional Global Real Estate ETF shares in Q3 2024, an estimated $272K.
  • Dimensional Global Real Estate ETF made up 0.75% of Waypoint Capital Advisors's portfolio in Q3 2024, its #32 holding.
  • Waypoint Capital Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 4 quarters since.
  • Waypoint Capital Advisors's Dimensional Global Real Estate ETF position peaked at $3.66M in Q4 2023.
  • 194 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2024.

Based on Waypoint Capital Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.