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 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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return