WPWealth LLP DFGR Holdings History
WPWealth LLP's Dimensional Global Real Estate ETF Holding Summary
As of 2024-12-31, WPWealth LLP held 706,910.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $18.05 Mil. This investment constitutes 3.69% of their stock portfolio, and WPWealth LLP now holds 0.82% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.
The initial trade took place in 2023Q1. And since then WPWealth LLP has made 8 purchases of DFGR, at an average price of $24.79, for a total of 706,910.00 shares. Based on historical transaction data and DFGR's current price of $27.06, WPWealth LLP's estimated gain on his DFGR holdings is $1.61 Mil, reflecting a 9.17% gain to date.
WPWealth LLP DFGR ($27.06) Holding Chart
WPWealth LLP 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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