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Abacus Wealth Partners’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Abacus Wealth Partners’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 		$607K Sell
20,933
-3,648
-15% -$104K 0.06% 124
2026
Q1 		$653K Sell
24,581
-2,724
-10% -$74.7K 0.06% 166
2025
Q4 		$721K Buy
27,305
+476
+2% +$12.8K 0.07% 147
2025
Q3 		$733K Buy
26,829
+2,792
+12% +$75.6K 0.11% 43
2025
Q2 		$645K Sell
24,037
-5,818
-19% -$153K 0.1% 46
2025
Q1 		$784K Sell
29,855
-6,617
-18% -$172K 0.12% 32
2024
Q4 		$931K Buy
36,472
+2,926
+9% +$80.3K 0.14% 31
2024
Q3 		$968K Buy
33,546
+2,503
+8% +$68.2K 0.15% 31
2024
Q2 		$776K Buy
31,043
+12,258
+65% +$302K 0.13% 33
2024
Q1 		$480K Sell
18,785
-3,679
-16% -$92.3K 0.08% 48
2023
Q4 		$584K Buy
22,464
+8,770
+64% +$206K 0.1% 37
2023
Q3 		$307K Buy
+13,694
New +$331K 0.1% 55
2023
Q1 		– Sell
-190,207
Closed -$4.64M – 91
2022
Q4 		$4.64M Buy
+190,207
New +$4.69M 1.65% 12

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
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
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 Wealth Partners's DFGR Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Dimensional Global Real Estate ETF (DFGR) stake by 15% in Q2 2026, selling an estimated $104K and leaving 20,933 shares worth $607K. The position accounts for 0.06% of the portfolio, ranked #124.

Abacus Wealth Partners first reported a position in DFGR in Q4 2022 and has held it in 13 quarters since. The position peaked at $4.64M in Q4 2022. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Abacus Wealth Partners held 20,933 shares of Dimensional Global Real Estate ETF worth $607K as of Q2 2026.
  • Abacus Wealth Partners sold 3,648 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $104K.
  • Dimensional Global Real Estate ETF made up 0.06% of Abacus Wealth Partners's portfolio in Q2 2026, its #124 holding.
  • Abacus Wealth Partners first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 13 quarters since.
  • Abacus Wealth Partners's Dimensional Global Real Estate ETF position peaked at $4.64M in Q4 2022.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.