Great Waters Wealth Management DFGR Holdings History
Great Waters Wealth Management's Dimensional Global Real Estate ETF Holding Summary
As of 2025-06-30, Great Waters Wealth Management held 664,599.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $17.83 Mil. This investment constitutes 2.32% of their stock portfolio, and Great Waters Wealth Management now holds 0.71% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.
The initial trade took place in 2023Q3. And since then Great Waters Wealth Management has made 7 purchases of DFGR, at an average price of $25.05, for a total of 692,903.00 shares. In addition, there have been 1 sales at an average price of $26.06 for 28,304.00 shares. Based on historical transaction data and DFGR's current price of $27.31, Great Waters Wealth Management's estimated gain on his DFGR holdings is $1.53 Mil, reflecting a 8.82% gain to date.
Great Waters Wealth Management DFGR ($27.31) Holding Chart
Great Waters Wealth Management DFGR ($27.31) 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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