CFO
DFGR icon

Collective Family Office’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Collective Family Office’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 		$662K Buy
22,863
+530
+2% +$15.2K 0.14% 103
2026
Q1 		$594K Buy
22,333
+238
+1% +$6.53K 0.13% 100
2025
Q4 		$584K Buy
22,095
+3,319
+18% +$89.5K 0.13% 103
2025
Q3 		$513K Buy
18,776
+225
+1% +$6.09K 0.12% 109
2025
Q2 		$498K Buy
18,551
+369
+2% +$9.69K 0.13% 109
2025
Q1 		$477K Sell
18,182
-46
-0.3% -$1.2K 0.13% 105
2024
Q4 		$466K Buy
18,228
+959
+6% +$26.3K 0.13% 112
2024
Q3 		$498K Buy
17,269
+571
+3% +$15.6K 0.14% 110
2024
Q2 		$417K Sell
16,698
-62
-0.4% -$1.53K 0.12% 119
2024
Q1 		$428K Sell
16,760
-129
-0.8% -$3.23K 0.14% 119
2023
Q4 		$439K Sell
16,889
-6,533
-28% -$153K 0.15% 110
2023
Q3 		$525K Buy
23,422
+1,622
+7% +$39.2K 0.2% 98
2023
Q2 		$532K Buy
+21,800
New +$531K 0.21% 95

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

Collective Family Office's DFGR Position: Q2 2026 in Review

Collective Family Office increased its Dimensional Global Real Estate ETF (DFGR) stake by 2.4% in Q2 2026, buying an estimated $15.2K and bringing the position to 22,863 shares worth $662K. The position accounts for 0.14% of the portfolio, ranked #103.

Collective Family Office first reported a position in DFGR in Q2 2023 and has held it in 13 quarters since. 341 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Collective Family Office held 22,863 shares of Dimensional Global Real Estate ETF worth $662K as of Q2 2026.
  • Collective Family Office bought 530 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $15.2K.
  • Dimensional Global Real Estate ETF made up 0.14% of Collective Family Office's portfolio in Q2 2026, its #103 holding.
  • Collective Family Office first reported a position in Dimensional Global Real Estate ETF in Q2 2023 and has held it in 13 quarters since.
  • 341 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.