Number of Shares
165,459.00
Current Holdings Value*
$4.34 Mil
% of Portfolio
2.43%
Total Estimate Gain
$266,610.61
% of Total Estimate Gain
6.43%

Vawter Financial, Ltd.'s Dimensional Global Real Estate ETF Holding Summary

As of 2025-03-31, Vawter Financial, Ltd. held 165,459.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $4.34 Mil. This investment constitutes 2.43% of their stock portfolio, and Vawter Financial, Ltd. now holds 0.18% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.

The initial trade took place in 2023Q1. And since then Vawter Financial, Ltd. has made 9 purchases of DFGR, at an average price of $25.05, for a total of 165,459.00 shares. Based on historical transaction data and DFGR's current price of $26.66, Vawter Financial, Ltd.'s estimated gain on his DFGR holdings is $266,610.61, reflecting a 6.43% gain to date.

Vawter Financial, Ltd. DFGR ($26.66) Holding Chart

Vawter Financial, Ltd. DFGR ($26.66) 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 %

Top Ranked Articles

  • 1