Level Financial Advisors DFGR Holdings History
Level Financial Advisors's Dimensional Global Real Estate ETF Holding Summary
As of 2025-06-30, Level Financial Advisors held 426,776.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $11.45 Mil. This investment constitutes 3.56% of their stock portfolio, and Level Financial Advisors now holds 0.45% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.
The initial trade took place in 2023Q1. And since then Level Financial Advisors has made 10 purchases of DFGR, at an average price of $25.34, for a total of 426,776.00 shares. Based on historical transaction data and DFGR's current price of $27.42, Level Financial Advisors's estimated gain on his DFGR holdings is $884,279.28, reflecting a 8.18% gain to date.
Level Financial Advisors DFGR ($27.42) Holding Chart
Level Financial Advisors DFGR ($27.42) 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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