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

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return