Clarity Wealth Development’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Clarity Wealth Development’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	$5.49M	Buy	189,408 +11,153	+6%	+$319K	3.05%	12
2026 Q1	$4.74M	Buy	178,255 +7,014	+4%	+$192K	3.87%	7
2025 Q4	$4.52M	Buy	171,241 +23,836	+16%	+$643K	3.83%	7
2025 Q3	$4.03M	Buy	147,405 +8,299	+6%	+$225K	3.64%	8
2025 Q2	$3.73M	Buy	139,106 +2,387	+2%	+$62.7K	3.72%	8
2025 Q1	$3.59M	Buy	136,719 +5,694	+4%	+$148K	4.01%	8
2024 Q4	$3.39M	Buy	+131,025	New	+$3.6M	3.68%	7

Other funds holding DFGR

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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 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

Clarity Wealth Development's DFGR Position: Q2 2026 in Review

Clarity Wealth Development increased its Dimensional Global Real Estate ETF (DFGR) stake by 6.3% in Q2 2026, buying an estimated $319K and bringing the position to 189,408 shares worth $5.49M. The position accounts for 3.05% of the portfolio, ranked #12.

Clarity Wealth Development first reported a position in DFGR in Q4 2024 and has held it in 7 quarters since. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

Clarity Wealth Development held 189,408 shares of Dimensional Global Real Estate ETF worth $5.49M as of Q2 2026.
Clarity Wealth Development bought 11,153 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $319K.
Dimensional Global Real Estate ETF made up 3.05% of Clarity Wealth Development's portfolio in Q2 2026, its #12 holding.
Clarity Wealth Development first reported a position in Dimensional Global Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Clarity Wealth Development's 13F filing for Q2 2026, filed 27 Jul 2026.