Burk Holdings’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Burk Holdings’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	$8.33M	Buy	287,421 +33,058	+13%	+$947K	3.08%	11
2026 Q1	$6.76M	Buy	254,363 +16,867	+7%	+$462K	2.9%	12
2025 Q4	$6.27M	Buy	237,496 +36,634	+18%	+$988K	2.99%	12
2025 Q3	$5.49M	Buy	200,862 +12,343	+7%	+$334K	2.93%	12
2025 Q2	$5.06M	Buy	188,519 +26,132	+16%	+$686K	3.17%	12
2025 Q1	$4.26M	Buy	162,387 +6,293	+4%	+$164K	3.22%	10
2024 Q4	$3.99M	Buy	+156,094	New	+$4.28M	3.22%	11

Other funds holding DFGR

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Burk Holdings's DFGR Position: Q2 2026 in Review

Burk Holdings increased its Dimensional Global Real Estate ETF (DFGR) stake by 13% in Q2 2026, buying an estimated $947K and bringing the position to 287,421 shares worth $8.33M. The position accounts for 3.08% of the portfolio, ranked #11.

Burk Holdings first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Burk Holdings held 287,421 shares of Dimensional Global Real Estate ETF worth $8.33M as of Q2 2026.
Burk Holdings bought 33,058 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $947K.
Dimensional Global Real Estate ETF made up 3.08% of Burk Holdings's portfolio in Q2 2026, its #11 holding.
Burk Holdings first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.