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CogentBlue Wealth Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

CogentBlue Wealth 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 		$7.48M Buy
258,053
+12,994
+5% +$372K 4.28% 5
2026
Q1 		$6.51M Hold
245,059
– – 4.38% 7
2025
Q4 		$6.47M Buy
245,059
+72,754
+42% +$1.96M 4.41% 7
2025
Q3 		$4.71M Buy
+172,305
New +$4.67M 3.21% 8

Other funds holding DFGR

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM

CogentBlue Wealth Advisors's DFGR Position: Q2 2026 in Review

CogentBlue Wealth Advisors increased its Dimensional Global Real Estate ETF (DFGR) stake by 5.3% in Q2 2026, buying an estimated $372K and bringing the position to 258,053 shares worth $7.48M. The position accounts for 4.28% of the portfolio, ranked #5.

CogentBlue Wealth Advisors first reported a position in DFGR in Q3 2025 and has held it in 4 quarters since. 90 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • CogentBlue Wealth Advisors held 258,053 shares of Dimensional Global Real Estate ETF worth $7.48M as of Q2 2026.
  • CogentBlue Wealth Advisors bought 12,994 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $372K.
  • Dimensional Global Real Estate ETF made up 4.28% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • CogentBlue Wealth Advisors first reported a position in Dimensional Global Real Estate ETF in Q3 2025 and has held it in 4 quarters since.
  • 90 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.