Advisory Services & Investments, LLC DFGR Holdings History
Advisory Services & Investments, LLC's Dimensional Global Real Estate ETF Holding Summary
As of 2024-09-30, Advisory Services & Investments, LLC held 227,220.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $6.56 Mil. This investment constitutes 4.46% of their stock portfolio, and Advisory Services & Investments, LLC now holds 0.3% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.
The initial trade took place in 2022Q4. And since then Advisory Services & Investments, LLC has made 6 purchases of DFGR, at an average price of $24.46, for a total of 233,331.00 shares. In addition, there have been 2 sales at an average price of $25.67 for 6,111.00 shares. Based on historical transaction data and DFGR's current price of $27.04, Advisory Services & Investments, LLC's estimated gain on his DFGR holdings is $592,986.74, reflecting a 10.39% gain to date.
Advisory Services & Investments, LLC DFGR ($27.04) Holding Chart
Advisory Services & Investments, LLC DFGR ($27.04) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
