Geometric Wealth Advisors DFGR Holdings History
Geometric Wealth Advisors's Dimensional Global Real Estate ETF Holding Summary
As of 2025-03-31, Geometric Wealth Advisors held 345,081.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $9.06 Mil. This investment constitutes 1.55% of their stock portfolio, and Geometric Wealth Advisors now holds 0.38% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.
The initial trade took place in 2023Q1. And since then Geometric Wealth Advisors has made 9 purchases of DFGR, at an average price of $24.99, for a total of 345,081.00 shares. Based on historical transaction data and DFGR's current price of $26.91, Geometric Wealth Advisors's estimated gain on his DFGR holdings is $662,973.85, reflecting a 7.69% gain to date.
Geometric Wealth Advisors DFGR ($26.91) Holding Chart
Geometric Wealth Advisors DFGR ($26.91) 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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