Number of Shares
135,864.00
Current Holdings Value*
$3.65 Mil
% of Portfolio
1.58%
Total Estimate Gain
$70,041.51
% of Total Estimate Gain
1.96%

Colorado Capital Management, Inc.'s Dimensional Global Real Estate ETF Holding Summary

As of 2025-06-30, Colorado Capital Management, Inc. held 135,864.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $3.65 Mil. This investment constitutes 1.58% of their stock portfolio, and Colorado Capital Management, Inc. now holds 0.14% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.

The initial trade took place in 2024Q2. And since then Colorado Capital Management, Inc. has made 5 purchases of DFGR, at an average price of $26.26, for a total of 135,864.00 shares. Based on historical transaction data and DFGR's current price of $26.78, Colorado Capital Management, Inc.'s estimated gain on his DFGR holdings is $70,041.51, reflecting a 1.96% gain to date.

Colorado Capital Management, Inc. DFGR ($26.78) Holding Chart

Colorado Capital Management, Inc. DFGR ($26.78) 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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