Wescott Financial Advisory Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.1M	Sell	908,162 -65,315	-7%	-$1.79M	2.12%	15
2025 Q4	$25.7M	Buy	973,477 +3,479	+0.4%	+$93.8K	2.24%	13
2025 Q3	$26.5M	Buy	969,998 +12,353	+1%	+$334K	2.38%	12
2025 Q2	$25.7M	Sell	957,645 -9,051	-0.9%	-$238K	2.46%	12
2025 Q1	$25.4M	Sell	966,696 -3,799	-0.4%	-$99K	2.63%	12
2024 Q4	$24.8M	Buy	970,495 +9,286	+1%	+$255K	2.57%	13
2024 Q3	$27.7M	Sell	961,209 -146,906	-13%	-$4M	2.98%	11
2024 Q2	$27.7M	Sell	1,108,115 -54,288	-5%	-$1.34M	3.22%	10
2024 Q1	$29.7M	Buy	1,162,403 +45,088	+4%	+$1.13M	3.69%	8
2023 Q4	$29M	Sell	1,117,315 -4,909	-0.4%	-$115K	4.07%	6
2023 Q3	$25.1M	Buy	1,122,224 +21,508	+2%	+$520K	4.6%	6
2023 Q2	$26.8M	Buy	1,100,716 +1,058,326	+2,497%	+$25.8M	4.74%	6
2023 Q1	$1.04M	Buy	+42,390	New	+$1.07M	0.23%	62