Summit Financial Strategies, Inc. DFGR Holdings History
Summit Financial Strategies, Inc.'s Dimensional Global Real Estate ETF Holding Summary
As of 2025-03-31, Summit Financial Strategies, Inc. held 807,988.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $21.22 Mil. This investment constitutes 2.14% of their stock portfolio, and Summit Financial Strategies, Inc. now holds 0.9% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.
The initial trade took place in 2023Q4. And since then Summit Financial Strategies, Inc. has made 6 purchases of DFGR, at an average price of $24.51, for a total of 807,988.00 shares. Based on historical transaction data and DFGR's current price of $26.77, Summit Financial Strategies, Inc.'s estimated gain on his DFGR holdings is $1.82 Mil, reflecting a 9.20% gain to date.
Summit Financial Strategies, Inc. DFGR ($26.77) Holding Chart
Summit Financial Strategies, Inc. DFGR ($26.77) 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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