Syverson Strege & Co DFGR Holdings History

Number of Shares
494,739.00
Current Holdings Value*
$12.99 Mil
% of Portfolio
4.17%
Total Estimate Gain
$1.55 Mil
% of Total Estimate Gain
12.93%

Syverson Strege & Co's Dimensional Global Real Estate ETF Holding Summary

As of 2025-03-31, Syverson Strege & Co held 494,739.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $12.99 Mil. This investment constitutes 4.17% of their stock portfolio, and Syverson Strege & Co now holds 0.55% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.

The initial trade took place in 2023Q4. And since then Syverson Strege & Co has made 5 purchases of DFGR, at an average price of $23.96, for a total of 501,800.00 shares. In addition, there have been 1 sales at an average price of $27.24 for 7,061.00 shares. Based on historical transaction data and DFGR's current price of $27.06, Syverson Strege & Co's estimated gain on his DFGR holdings is $1.55 Mil, reflecting a 12.93% gain to date.

Syverson Strege & Co DFGR ($27.06) Holding Chart

Syverson Strege & Co DFGR ($27.06) 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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