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