APFP
DFGR icon

Action Point Financial Planning’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Action Point Financial Planning’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 		$5.33K Buy
+184
New +$5.27K ﹤0.01% 1785

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

Action Point Financial Planning's DFGR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Dimensional Global Real Estate ETF (DFGR) in Q2 2026: 184 shares worth $5.33K. The stake represents ﹤0.01% of the portfolio and ranks #1785 among its holdings.

339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Action Point Financial Planning held 184 shares of Dimensional Global Real Estate ETF worth $5.33K as of Q2 2026.
  • Dimensional Global Real Estate ETF was a new Action Point Financial Planning position in Q2 2026.
  • Dimensional Global Real Estate ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1785 holding.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.