Total Wealth Planning, LLC DFGR Holdings History
Total Wealth Planning, LLC's Dimensional Global Real Estate ETF Holding Summary
As of 2025-06-30, Total Wealth Planning, LLC held 569,962.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $15.29 Mil. This investment constitutes 1.93% 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 10 purchases of DFGR, at an average price of $25.23, for a total of 569,962.00 shares. Based on historical transaction data and DFGR's current price of $26.80, Total Wealth Planning, LLC's estimated gain on his DFGR holdings is $896,585.22, reflecting a 6.24% gain to date.
Total Wealth Planning, LLC DFGR ($26.80) Holding Chart
Total Wealth Planning, LLC DFGR ($26.80) 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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