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

Buckingham Strategic 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
2024
Q2 		$60.3M Buy
2,414,455
+370,407
+18% +$9.12M 0.62% 29
2024
Q1 		$52.2M Buy
2,044,048
+355,743
+21% +$8.92M 0.55% 30
2023
Q4 		$43.9M Buy
1,688,305
+1,268,261
+302% +$29.7M 0.52% 30
2023
Q3 		$9.41M Buy
420,044
+401,493
+2,164% +$9.71M 0.13% 86
2023
Q2 		$452K Buy
+18,551
New +$452K 0.01% 447

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
WFAG
Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Buckingham Strategic Wealth's DFGR Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Dimensional Global Real Estate ETF (DFGR) stake by 18% in Q2 2024, buying an estimated $9.12M and bringing the position to 2,414,455 shares worth $60.3M. The position accounts for 0.62% of the portfolio, ranked #29.

Buckingham Strategic Wealth first reported a position in DFGR in Q2 2023 and has held it in 5 quarters since. 181 funds tracked by Wall St. Rank hold DFGR as of Q2 2024.

  • Buckingham Strategic Wealth held 2,414,455 shares of Dimensional Global Real Estate ETF worth $60.3M as of Q2 2024.
  • Buckingham Strategic Wealth bought 370,407 Dimensional Global Real Estate ETF shares in Q2 2024, an estimated $9.12M.
  • Dimensional Global Real Estate ETF made up 0.62% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #29 holding.
  • Buckingham Strategic Wealth first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 5 quarters since.
  • 181 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.