YWM
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Yardley Wealth Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Yardley Wealth Management’s Portfolio DFGR Stock Details DFGR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.6M Buy
96,964
+15
+0% +$403 1.42% 14
2025
Q1 		$2.55M Sell
96,949
-13,851
-13% -$364K 1.5% 14
2024
Q4 		$2.89M Buy
110,800
+18,389
+20% +$479K 1.4% 15
2024
Q3 		$2.67M Buy
+92,411
New +$2.67M 1.58% 14