Forum Private Client Group LLC DFGR Holdings History
Forum Private Client Group LLC's Dimensional Global Real Estate ETF Holding Summary
As of 2025-03-31, Forum Private Client Group LLC held 143,275.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $3.76 Mil. This investment constitutes 1.63% of their stock portfolio, and Forum Private Client Group LLC now holds 0.16% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.
The initial trade took place in 2023Q1. And since then Forum Private Client Group LLC has made 8 purchases of DFGR, at an average price of $25.50, for a total of 170,233.00 shares. In addition, there have been 1 sales at an average price of $24.20 for 26,958.00 shares. Based on historical transaction data and DFGR's current price of $26.77, Forum Private Client Group LLC's estimated gain on his DFGR holdings is $146,976.81, reflecting a 3.39% gain to date.
Forum Private Client Group LLC DFGR ($26.77) Holding Chart
Forum Private Client Group LLC DFGR ($26.77) 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
