CPIG
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Chicago Partners Investment Group’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Chicago Partners Investment Group’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 		$3.05M Buy
102,696
+2
+0% +$57 0.06% 266
2026
Q1 		$2.91M Buy
102,694
+536
+0.5% +$14.7K 0.07% 250
2025
Q4 		$2.75M Buy
102,158
+854
+0.8% +$23K 0.07% 237
2025
Q3 		$2.77M Sell
101,304
-851
-0.8% -$23K 0.07% 227
2025
Q2 		$2.81M Buy
102,155
+5
+0% +$131 0.08% 210
2025
Q1 		$2.71M Sell
102,150
-2,243
-2% -$58.5K 0.09% 195
2024
Q4 		$2.64M Sell
104,393
-140
-0.1% -$3.84K 0.09% 190
2024
Q3 		$2.96M Sell
104,533
-3,501
-3% -$95.4K 0.11% 161
2024
Q2 		$2.88M Buy
108,034
+4,210
+4% +$104K 0.11% 156
2024
Q1 		$2.49M Buy
103,824
+25
+0% +$627 0.11% 172
2023
Q4 		$2.57M Sell
103,799
-1,823
-2% -$42.7K 0.12% 157
2023
Q3 		$2.26M Buy
105,622
+23,775
+29% +$575K 0.12% 166
2023
Q2 		$2.03M Buy
81,847
+3,074
+4% +$74.9K 0.11% 183
2023
Q1 		$1.94M Sell
78,773
-1,816
-2% -$45.9K 0.11% 176
2022
Q4 		$2.14M Buy
+80,589
New +$1.99M 0.13% 157

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

Chicago Partners Investment Group's DFGR Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Dimensional Global Real Estate ETF (DFGR) stake by 0% in Q2 2026, buying an estimated $57 and bringing the position to 102,696 shares worth $3.05M. The position accounts for 0.06% of the portfolio, ranked #266.

Chicago Partners Investment Group first reported a position in DFGR in Q4 2022 and has held it in 15 quarters since. 340 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Chicago Partners Investment Group held 102,696 shares of Dimensional Global Real Estate ETF worth $3.05M as of Q2 2026.
  • Chicago Partners Investment Group bought 2 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $57.
  • Dimensional Global Real Estate ETF made up 0.06% of Chicago Partners Investment Group's portfolio in Q2 2026, its #266 holding.
  • Chicago Partners Investment Group first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • 340 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.