JDH Wealth Management, LLC DFGR Holdings History
JDH Wealth Management, LLC's Dimensional Global Real Estate ETF Holding Summary
As of 2025-03-31, JDH Wealth Management, LLC held 138,336.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $3.63 Mil. This investment constitutes 3.12% of their stock portfolio, and JDH Wealth Management, 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 JDH Wealth Management, LLC has made 1 purchases of DFGR, at an average price of $27.28, for a total of 138,336.00 shares. Based on historical transaction data and DFGR's current price of $26.88, JDH Wealth Management, LLC's estimated gain on his DFGR holdings is $-55,393.69, reflecting a -1.47% gain to date.
JDH Wealth Management, LLC DFGR ($26.88) Holding Chart
JDH Wealth Management, LLC DFGR ($26.88) 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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