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Approach Retirement Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Approach Retirement Advisors’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 		$376K Buy
12,994
+355
+3% +$10.2K 0.27% 60
2026
Q1 		$336K Buy
12,639
+112
+0.9% +$3.07K 0.28% 61
2025
Q4 		$331K Buy
+12,527
New +$338K 0.29% 63

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
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 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

Approach Retirement Advisors's DFGR Position: Q2 2026 in Review

Approach Retirement Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 2.8% in Q2 2026, buying an estimated $10.2K and bringing the position to 12,994 shares worth $376K. The position accounts for 0.27% of the portfolio, ranked #60.

Approach Retirement Advisors first reported a position in DFGR in Q4 2025 and has held it in 3 quarters since. 203 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Approach Retirement Advisors held 12,994 shares of Dimensional Global Real Estate ETF worth $376K as of Q2 2026.
  • Approach Retirement Advisors bought 355 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $10.2K.
  • Dimensional Global Real Estate ETF made up 0.27% of Approach Retirement Advisors's portfolio in Q2 2026, its #60 holding.
  • Approach Retirement Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 203 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.