WorthPointe’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 | $262K | Sell |
9,749
-11,626
| -54% | -$312K | 0.11% | 78 |
|
2025
Q1 | $561K | Buy |
21,375
+145
| +0.7% | +$3.81K | 0.25% | 44 |
|
2024
Q4 | $542K | Buy |
21,230
+281
| +1% | +$7.18K | 0.22% | 43 |
|
2024
Q3 | $605K | Hold |
20,949
| – | – | 0.25% | 40 |
|
2024
Q2 | $524K | Hold |
20,949
| – | – | 0.24% | 42 |
|
2024
Q1 | $535K | Buy |
20,949
+285
| +1% | +$7.28K | 0.27% | 34 |
|
2023
Q4 | $537K | Buy |
20,664
+9,274
| +81% | +$241K | 0.27% | 41 |
|
2023
Q3 | $255K | Hold |
11,390
| – | – | 0.15% | 57 |
|
2023
Q2 | $278K | Hold |
11,390
| – | – | 0.17% | 46 |
|
2023
Q1 | $280K | Hold |
11,390
| – | – | 0.18% | 45 |
|
2022
Q4 | $278K | Buy |
+11,390
| New | +$278K | 0.19% | 44 |
|