Wescott Financial Advisory Group’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 | $25.7M | Sell |
957,645
-9,051
| -0.9% | -$243K | 2.46% | 12 |
|
|
2025
Q1 | $25.4M | Sell |
966,696
-3,799
| -0.4% | -$99.8K | 2.63% | 12 |
|
|
2024
Q4 | $24.8M | Buy |
970,495
+9,286
| +1% | +$237K | 2.57% | 13 |
|
|
2024
Q3 | $27.7M | Sell |
961,209
-146,906
| -13% | -$4.24M | 2.98% | 11 |
|
|
2024
Q2 | $27.7M | Sell |
1,108,115
-54,288
| -5% | -$1.36M | 3.22% | 10 |
|
|
2024
Q1 | $29.7M | Buy |
1,162,403
+45,088
| +4% | +$1.15M | 3.69% | 8 |
|
|
2023
Q4 | $29M | Sell |
1,117,315
-4,909
| -0.4% | -$128K | 4.07% | 6 |
|
|
2023
Q3 | $25.1M | Buy |
1,122,224
+21,508
| +2% | +$482K | 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 | +$1.04M | 0.23% | 62 |
|