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

BIP Wealth’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 		$312K Buy
+10,777
New +$309K 0.01% 455

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

BIP Wealth's DFGR Position: Q2 2026 in Review

BIP Wealth opened a new position in Dimensional Global Real Estate ETF (DFGR) in Q2 2026: 10,777 shares worth $312K. The stake represents 0.01% of the portfolio and ranks #455 among its holdings.

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

  • BIP Wealth held 10,777 shares of Dimensional Global Real Estate ETF worth $312K as of Q2 2026.
  • Dimensional Global Real Estate ETF was a new BIP Wealth position in Q2 2026.
  • Dimensional Global Real Estate ETF made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #455 holding.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.