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DFGR icon

Apella Capital’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Apella Capital’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 		$10.1M Buy
342,804
+12,597
+4% +$361K 0.14% 114
2026
Q1 		$9.57M Buy
330,207
+6,567
+2% +$180K 0.14% 119
2025
Q4 		$8.55M Buy
323,640
+42,775
+15% +$1.15M 0.17% 105
2025
Q3 		$7.66M Buy
280,865
+21,869
+8% +$592K 0.17% 101
2025
Q2 		$6.95M Buy
258,996
+14,360
+6% +$377K 0.19% 94
2025
Q1 		$6.06M Sell
244,636
-43,912
-15% -$1.14M 0.21% 82
2024
Q4 		$7.37M Sell
288,548
-22,704
-7% -$623K 0.28% 61
2024
Q3 		$8.88M Sell
311,252
-40,910
-12% -$1.11M 0.36% 49
2024
Q2 		$8.83M Buy
352,162
+67,392
+24% +$1.66M 0.39% 49
2024
Q1 		$7.22M Sell
284,770
-74,752
-21% -$1.87M 0.36% 50
2023
Q4 		$9.18M Buy
+359,522
New +$8.43M 0.51% 45

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
CCMI
Creative Capital Management Investments San Diego, California $433M AUM 20.68% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
GWMT
Guardian Wealth Management (Tennessee) Chattanooga, Tennessee $357M AUM

Apella Capital's DFGR Position: Q2 2026 in Review

Apella Capital increased its Dimensional Global Real Estate ETF (DFGR) stake by 3.8% in Q2 2026, buying an estimated $361K and bringing the position to 342,804 shares worth $10.1M. The position accounts for 0.14% of the portfolio, ranked #114.

Apella Capital first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. 172 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Apella Capital held 342,804 shares of Dimensional Global Real Estate ETF worth $10.1M as of Q2 2026.
  • Apella Capital bought 12,597 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $361K.
  • Dimensional Global Real Estate ETF made up 0.14% of Apella Capital's portfolio in Q2 2026, its #114 holding.
  • Apella Capital first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 172 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.