Abacus Planning Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Abacus Planning Group’s Portfolio DFGR Stock Details DFGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.1M	Buy	38,104 +8,806	+30%	+$252K	0.14%	84
2026 Q1	$779K	Buy	29,298 +11,108	+61%	+$305K	0.1%	102
2025 Q4	$481K	Buy	18,190 +2,825	+18%	+$76.2K	0.06%	137
2025 Q3	$420K	Buy	15,365 +718	+5%	+$19.4K	0.06%	145
2025 Q2	$393K	Buy	14,647 +3,924	+37%	+$103K	0.06%	150
2025 Q1	$282K	Buy	10,723 +2,032	+23%	+$53K	0.05%	173
2024 Q4	$222K	Buy	+8,691	New	+$239K	0.04%	197

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LFA

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Abacus Planning Group's DFGR Position: Q2 2026 in Review

Abacus Planning Group increased its Dimensional Global Real Estate ETF (DFGR) stake by 30% in Q2 2026, buying an estimated $252K and bringing the position to 38,104 shares worth $1.1M. The position accounts for 0.14% of the portfolio, ranked #84.

Abacus Planning Group first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Abacus Planning Group held 38,104 shares of Dimensional Global Real Estate ETF worth $1.1M as of Q2 2026.
Abacus Planning Group bought 8,806 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $252K.
Dimensional Global Real Estate ETF made up 0.14% of Abacus Planning Group's portfolio in Q2 2026, its #84 holding.
Abacus Planning Group first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Abacus Planning Group's 13F filing for Q2 2026, filed 20 Jul 2026.