Number of Shares
2.09 Mil
Current Holdings Value*
$55.01 Mil
% of Portfolio
22.45%
Total Estimate Gain
$900,776.90
% of Total Estimate Gain
1.65%

LifeGuide Financial Advisors, LLC's Dimensional Global Real Estate ETF Holding Summary

As of 2025-03-31, LifeGuide Financial Advisors, LLC held 2.09 Mil shares of Dimensional Global Real Estate ETF(DFGR), totaling $55.01 Mil. This investment constitutes 22.45% of their stock portfolio, and LifeGuide Financial Advisors, LLC now holds 2.34% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.

The initial trade took place in 2025Q1. And since then LifeGuide Financial Advisors, LLC has made 1 purchases of DFGR, at an average price of $26.06, for a total of 2.09 Mil shares. Based on historical transaction data and DFGR's current price of $26.49, LifeGuide Financial Advisors, LLC's estimated gain on his DFGR holdings is $900,776.90, reflecting a 1.65% gain to date.

LifeGuide Financial Advisors, LLC DFGR ($26.49) Holding Chart

LifeGuide Financial Advisors, LLC DFGR ($26.49) 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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