Waypoint Wealth Partners’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 | $3.59M | Sell |
133,930
-2,134
| -2% | -$57.3K | 0.87% | 13 |
|
|
2025
Q1 | $3.57M | Buy |
136,064
+3,662
| +3% | +$96.2K | 0.99% | 12 |
|
|
2024
Q4 | $3.38M | Sell |
132,402
-1,003
| -0.8% | -$25.6K | 0.92% | 13 |
|
|
2024
Q3 | $3.85M | Buy |
133,405
+2,293
| +2% | +$66.2K | 1.02% | 12 |
|
|
2024
Q2 | $3.28M | Buy |
131,112
+23,580
| +22% | +$589K | 0.96% | 14 |
|
|
2024
Q1 | $2.75M | Buy |
107,532
+8,158
| +8% | +$208K | 0.78% | 13 |
|
|
2023
Q4 | $2.58M | Sell |
99,374
-67,029
| -40% | -$1.74M | 0.8% | 14 |
|
|
2023
Q3 | $3.73M | Buy |
166,403
+2,265
| +1% | +$50.8K | 1.29% | 11 |
|
|
2023
Q2 | $4M | Buy |
164,138
+2,746
| +2% | +$67K | 1.37% | 11 |
|
|
2023
Q1 | $3.96M | Buy |
+161,392
| New | +$3.96M | 1.41% | 11 |
|