Shotwell Rutter Baer Inc DFGR Holdings History
Shotwell Rutter Baer Inc's Dimensional Global Real Estate ETF Holding Summary
As of 2025-03-31, Shotwell Rutter Baer Inc held 167,755.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $4.14 Mil. This investment constitutes 3.65% of their stock portfolio, and Shotwell Rutter Baer Inc now holds 0.19% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.
The initial trade took place in 2023Q4. And since then Shotwell Rutter Baer Inc has made 5 purchases of DFGR, at an average price of $23.70, for a total of 167,755.00 shares. Based on historical transaction data and DFGR's current price of $27.12, Shotwell Rutter Baer Inc's estimated gain on his DFGR holdings is $574,506.87, reflecting a 14.45% gain to date.
Shotwell Rutter Baer Inc DFGR ($27.12) Holding Chart
Shotwell Rutter Baer Inc DFGR ($27.12) 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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