Colorado Capital Management’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Colorado Capital Management’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	$5.12M	Buy	176,587 +10,124	+6%	+$290K	1.75%	19
2026 Q1	$4.42M	Buy	166,463 +12,338	+8%	+$338K	1.65%	21
2025 Q4	$4.07M	Buy	154,125 +7,426	+5%	+$200K	1.53%	23
2025 Q3	$4.01M	Buy	146,699 +10,835	+8%	+$293K	1.55%	22
2025 Q2	$3.65M	Buy	135,864 +6,714	+5%	+$176K	1.56%	23
2025 Q1	$3.39M	Buy	129,150 +35,107	+37%	+$915K	1.58%	23
2024 Q4	$2.4M	Buy	94,043 +29,369	+45%	+$806K	1.16%	31
2024 Q3	$1.87M	Buy	64,674 +30,436	+89%	+$829K	0.92%	33
2024 Q2	$856K	Buy	+34,238	New	+$843K	0.48%	57

Other funds holding DFGR

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return