Parkshore Wealth Management, Inc. DFGR Holdings History
Parkshore Wealth Management, Inc.'s Dimensional Global Real Estate ETF Holding Summary
As of 2025-06-30, Parkshore Wealth Management, Inc. held 311,070.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $8.35 Mil. This investment constitutes 4.08% of their stock portfolio, and Parkshore Wealth Management, Inc. now holds 0.33% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.
The initial trade took place in 2024Q4. And since then Parkshore Wealth Management, Inc. has made 2 purchases of DFGR, at an average price of $26.98, for a total of 311,070.00 shares. Based on historical transaction data and DFGR's current price of $26.91, Parkshore Wealth Management, Inc.'s estimated gain on his DFGR holdings is $-21,517.82, reflecting a -0.26% gain to date.
Parkshore Wealth Management, Inc. DFGR ($26.91) Holding Chart
Parkshore Wealth Management, Inc. DFGR ($26.91) 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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