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WealthSource Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History

WealthSource Partners’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
2023
Q4 		$735K Buy
28,275
+5,164
+22% +$121K 0.05% 244
2023
Q3 		$518K Buy
23,111
+501
+2% +$12.1K 0.04% 302
2023
Q2 		$551K Buy
22,610
+5,022
+29% +$122K 0.04% 298
2023
Q1 		$432K Buy
+17,588
New +$444K 0.03% 338

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

WealthSource Partners's DFGR Position: Q4 2023 in Review

WealthSource Partners increased its Dimensional Global Real Estate ETF (DFGR) stake by 22% in Q4 2023, buying an estimated $121K and bringing the position to 28,275 shares worth $735K. The position accounts for 0.05% of the portfolio, ranked #244.

WealthSource Partners first reported a position in DFGR in Q1 2023 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold DFGR as of Q4 2023.

  • WealthSource Partners held 28,275 shares of Dimensional Global Real Estate ETF worth $735K as of Q4 2023.
  • WealthSource Partners bought 5,164 Dimensional Global Real Estate ETF shares in Q4 2023, an estimated $121K.
  • Dimensional Global Real Estate ETF made up 0.05% of WealthSource Partners's portfolio in Q4 2023, its #244 holding.
  • WealthSource Partners first reported a position in Dimensional Global Real Estate ETF in Q1 2023 and has held it in 4 quarters since.
  • 158 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.