Total Wealth Planning, LLC DFGR Holdings History
Total Wealth Planning, LLC's Dimensional Global Real Estate ETF Holding Summary
As of 2025-03-31, Total Wealth Planning, LLC held 536,792.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $14.10 Mil. This investment constitutes 2.16% of their stock portfolio, and Total Wealth Planning, LLC now holds 0.6% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.
The initial trade took place in 2023Q1. And since then Total Wealth Planning, LLC has made 9 purchases of DFGR, at an average price of $25.16, for a total of 536,792.00 shares. Based on historical transaction data and DFGR's current price of $26.99, Total Wealth Planning, LLC's estimated gain on his DFGR holdings is $980,332.20, reflecting a 7.26% gain to date.
Total Wealth Planning, LLC DFGR ($26.99) Holding Chart
Total Wealth Planning, LLC DFGR ($26.99) 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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