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

Capital Performance 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 		$257K Hold
8,880
– – 0.02% 254
2026
Q1 		$236K Hold
8,880
– – 0.02% 392
2025
Q4 		$235K Sell
8,880
-1,854
-17% -$50K 0.02% 376
2025
Q3 		$293K Buy
10,734
+74
+0.7% +$2K 0.05% 216
2025
Q2 		$286K Hold
10,660
– – 0.06% 168
2025
Q1 		$280K Hold
10,660
– – 0.06% 170
2024
Q4 		$272K Buy
10,660
+280
+3% +$7.68K 0.09% 104
2024
Q3 		$300K Hold
10,380
– – 0.09% 80
2024
Q2 		$259K Hold
10,380
– – 0.1% 75
2024
Q1 		$265K Hold
10,380
– – 0.1% 70
2023
Q4 		$270K Buy
+10,380
New +$243K 0.12% 58

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

Capital Performance Advisors's DFGR Position: Q2 2026 in Review

Capital Performance Advisors held its Dimensional Global Real Estate ETF (DFGR) position steady in Q2 2026 at 8,880 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #254.

Capital Performance Advisors first reported a position in DFGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $300K in Q3 2024. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Capital Performance Advisors held 8,880 shares of Dimensional Global Real Estate ETF worth $257K as of Q2 2026.
  • Capital Performance Advisors left its Dimensional Global Real Estate ETF share count unchanged in Q2 2026.
  • Dimensional Global Real Estate ETF made up 0.02% of Capital Performance Advisors's portfolio in Q2 2026, its #254 holding.
  • Capital Performance Advisors first reported a position in Dimensional Global Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • Capital Performance Advisors's Dimensional Global Real Estate ETF position peaked at $300K in Q3 2024.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.