WCWM
Willow Creek Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
560,736
+59,935
| +12% | +$1.61M | 1.35% | 22 |
|
|
2025
Q1 | $13.2M | Buy |
500,801
+123,027
| +33% | +$3.23M | 1.28% | 23 |
|
|
2024
Q4 | $9.65M | Buy |
377,774
+64,472
| +21% | +$1.65M | 0.98% | 27 |
|
|
2024
Q3 | $9.04M | Buy |
313,302
+32,001
| +11% | +$924K | 0.95% | 26 |
|
|
2024
Q2 | $7.03M | Buy |
281,301
+76,133
| +37% | +$1.9M | 0.8% | 27 |
|
|
2024
Q1 | $5.24M | Buy |
205,168
+43,747
| +27% | +$1.12M | 0.61% | 30 |
|
|
2023
Q4 | $4.19M | Buy |
161,421
+75,163
| +87% | +$1.95M | 0.53% | 34 |
|
|
2023
Q3 | $1.93M | Buy |
86,258
+24,587
| +40% | +$551K | 0.29% | 39 |
|
|
2023
Q2 | $1.5M | Buy |
61,671
+13,638
| +28% | +$333K | 0.21% | 51 |
|
|
2023
Q1 | $1.18M | Buy |
+48,033
| New | +$1.18M | 0.18% | 50 |
|