LifeGuide Financial Advisors, LLC DFGR Holdings History
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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