Porter White Investment Advisors, Inc. DFGR Holdings History
Porter White Investment Advisors, Inc.'s Dimensional Global Real Estate ETF Holding Summary
As of 2025-06-30, Porter White Investment Advisors, Inc. held 98,228.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $2.64 Mil. This investment constitutes 1.23% of their stock portfolio, and Porter White Investment Advisors, Inc. now holds 0.1% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.
The initial trade took place in 2023Q4. And since then Porter White Investment Advisors, Inc. has made 3 purchases of DFGR, at an average price of $24.66, for a total of 98,228.00 shares. Based on historical transaction data and DFGR's current price of $27.04, Porter White Investment Advisors, Inc.'s estimated gain on his DFGR holdings is $233,300.97, reflecting a 9.63% gain to date.
Porter White Investment Advisors, Inc. DFGR ($27.04) Holding Chart
Porter White Investment Advisors, Inc. DFGR ($27.04) 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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