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 Q3	–	Sell	-258,053	Closed	-$7.48M	–	69
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $356M AUM 4.66% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

CogentBlue Wealth Advisors's DFGR Position: Q3 2026 in Review

CogentBlue Wealth Advisors sold out of Dimensional Global Real Estate ETF (DFGR) in Q3 2026, closing a stake of 258,053 shares — an estimated $7.48M sold.

CogentBlue Wealth Advisors first reported a position in DFGR in Q3 2025 and held it in 4 quarters. The position peaked at $7.48M in Q2 2026. 314 funds tracked by Wall St. Rank hold DFGR as of Q3 2026.

CogentBlue Wealth Advisors reported no remaining Dimensional Global Real Estate ETF position as of Q3 2026 after selling out during the quarter.
CogentBlue Wealth Advisors sold 258,053 Dimensional Global Real Estate ETF shares in Q3 2026, an estimated $7.48M.
CogentBlue Wealth Advisors first reported a position in Dimensional Global Real Estate ETF in Q3 2025 and held it in 4 quarters.
CogentBlue Wealth Advisors's Dimensional Global Real Estate ETF position peaked at $7.48M in Q2 2026.
314 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.