Clarity Wealth Development LLC DFGR Holdings History
Number of Shares
136,719.00
Current Holdings Value*
$3.59 Mil
% of Portfolio
4.01%
Total Estimate Gain
$10,535.16
% of Total Estimate Gain
0.28%
Clarity Wealth Development LLC's Dimensional Global Real Estate ETF Holding Summary
As of 2025-03-31, Clarity Wealth Development LLC held 136,719.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $3.59 Mil. This investment constitutes 4.01% of their stock portfolio, and Clarity Wealth Development LLC now holds 0.15% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.
The initial trade took place in 2024Q4. And since then Clarity Wealth Development LLC has made 1 purchases of DFGR, at an average price of $27.37, for a total of 136,719.00 shares. Based on historical transaction data and DFGR's current price of $27.45, Clarity Wealth Development LLC's estimated gain on his DFGR holdings is $10,535.16, reflecting a 0.28% gain to date.
Clarity Wealth Development LLC DFGR ($27.45) Holding Chart
Clarity Wealth Development LLC DFGR ($27.45) 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 % |
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